Advisornet Financial’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
4,072
-475
| -10% | -$29.8K | 0.02% | 512 |
|
|
2025
Q1 | $272K | Sell |
4,547
-246
| -5% | -$14.7K | 0.02% | 478 |
|
|
2024
Q4 | $259K | Sell |
4,793
-360
| -7% | -$19.5K | 0.02% | 451 |
|
|
2024
Q3 | $235K | Buy |
5,153
+217
| +4% | +$9.91K | 0.02% | 490 |
|
|
2024
Q2 | $210K | Buy |
4,936
+125
| +3% | +$5.31K | 0.02% | 465 |
|
|
2024
Q1 | $187K | Buy |
4,811
+1,477
| +44% | +$57.6K | 0.02% | 487 |
|
|
2023
Q4 | $116K | Buy |
3,334
+121
| +4% | +$4.21K | 0.01% | 601 |
|
|
2023
Q3 | $108K | Sell |
3,213
-234
| -7% | -$7.88K | 0.01% | 594 |
|
|
2023
Q2 | $112K | Buy |
3,447
+180
| +6% | +$5.87K | 0.01% | 620 |
|
|
2023
Q1 | $97.6K | Buy |
3,267
+73
| +2% | +$2.18K | 0.01% | 628 |
|
|
2022
Q4 | $105K | Sell |
3,194
-11
| -0.3% | -$362 | 0.01% | 614 |
|
|
2022
Q3 | $92K | Buy |
3,205
+47
| +1% | +$1.35K | 0.01% | 673 |
|
|
2022
Q2 | $99K | Buy |
3,158
+128
| +4% | +$4.01K | 0.01% | 664 |
|
|
2022
Q1 | $101K | Buy |
3,030
+302
| +11% | +$10.1K | 0.01% | 742 |
|
|
2021
Q4 | $71K | Buy |
2,728
+28
| +1% | +$729 | ﹤0.01% | 900 |
|
|
2021
Q3 | $70K | Sell |
2,700
-100
| -4% | -$2.59K | ﹤0.01% | 901 |
|
|
2021
Q2 | $74K | Hold |
2,800
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $66K | Sell |
2,800
-149
| -5% | -$3.51K | ﹤0.01% | 863 |
|
|
2020
Q4 | $59K | Sell |
2,949
-149
| -5% | -$2.98K | ﹤0.01% | 829 |
|
|
2020
Q3 | $61K | Sell |
3,098
-49
| -2% | -$965 | 0.01% | 803 |
|
|
2020
Q2 | $60K | Sell |
3,147
-562
| -15% | -$10.7K | ﹤0.01% | 803 |
|
|
2020
Q1 | $52K | Sell |
3,709
-3,126
| -46% | -$43.8K | ﹤0.01% | 779 |
|
|
2019
Q4 | $162K | Sell |
6,835
-1,243
| -15% | -$29.5K | 0.01% | 554 |
|
|
2019
Q3 | $194K | Buy |
8,078
+1,050
| +15% | +$25.2K | 0.02% | 511 |
|
|
2019
Q2 | $197K | Buy |
7,028
+5,185
| +281% | +$145K | 0.02% | 452 |
|
|
2019
Q1 | $53K | Buy |
1,843
+916
| +99% | +$26.3K | 0.01% | 722 |
|
|
2018
Q4 | $20K | Sell |
927
-530
| -36% | -$11.4K | ﹤0.01% | 936 |
|
|
2018
Q3 | $40K | Buy |
1,457
+447
| +44% | +$12.3K | 0.01% | 792 |
|
|
2018
Q2 | $27K | Sell |
1,010
-38,213
| -97% | -$1.02M | ﹤0.01% | 872 |
|
|
2018
Q1 | $975K | Buy |
39,223
+1,762
| +5% | +$43.8K | 0.13% | 138 |
|
|
2017
Q4 | $1.14M | Buy |
+37,461
| New | +$1.14M | 0.17% | 118 |
|