AE Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
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|
2025
Q1 | $4.74M | Sell |
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|
2024
Q4 | $4.33M | Sell |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $7.56M | Buy |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $5M | Buy |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.61M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $823K | Buy |
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|
2020
Q4 | $649K | Buy |
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|
2020
Q3 | $502K | Buy |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $171K | Buy |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | $228K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $904K | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $867K | Buy |
|