AE Wealth Management’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 | $785K | Sell |
12,504
-66,844
| -84% | -$4.2M | 0.01% | 789 |
|
|
2025
Q1 | $4.74M | Sell |
79,348
-648
| -0.8% | -$38.7K | 0.04% | 348 |
|
|
2024
Q4 | $4.33M | Sell |
79,996
-3,429
| -4% | -$186K | 0.04% | 365 |
|
|
2024
Q3 | $3.81M | Sell |
83,425
-3,267
| -4% | -$149K | 0.03% | 385 |
|
|
2024
Q2 | $3.68M | Buy |
86,692
+912
| +1% | +$38.8K | 0.04% | 395 |
|
|
2024
Q1 | $3.34M | Sell |
85,780
-130,915
| -60% | -$5.1M | 0.04% | 378 |
|
|
2023
Q4 | $7.56M | Buy |
216,695
+65,186
| +43% | +$2.27M | 0.04% | 470 |
|
|
2023
Q3 | $5.1M | Sell |
151,509
-1,647
| -1% | -$55.5K | 0.03% | 531 |
|
|
2023
Q2 | $5M | Buy |
153,156
+59,619
| +64% | +$1.95M | 0.03% | 533 |
|
|
2023
Q1 | $2.79M | Sell |
93,537
-8,752
| -9% | -$261K | 0.02% | 682 |
|
|
2022
Q4 | $3.37M | Buy |
102,289
+2,578
| +3% | +$84.8K | 0.02% | 580 |
|
|
2022
Q3 | $2.86M | Sell |
99,711
-15,828
| -14% | -$453K | 0.02% | 589 |
|
|
2022
Q2 | $3.61M | Buy |
115,539
+30,363
| +36% | +$948K | 0.03% | 483 |
|
|
2022
Q1 | $2.85M | Buy |
85,176
+16,374
| +24% | +$547K | 0.02% | 606 |
|
|
2021
Q4 | $1.79M | Buy |
68,802
+10,938
| +19% | +$285K | 0.01% | 737 |
|
|
2021
Q3 | $1.5M | Sell |
57,864
-1,235
| -2% | -$32K | 0.01% | 741 |
|
|
2021
Q2 | $1.57M | Buy |
59,099
+24,359
| +70% | +$647K | 0.01% | 704 |
|
|
2021
Q1 | $823K | Buy |
34,740
+2,389
| +7% | +$56.6K | 0.01% | 839 |
|
|
2020
Q4 | $649K | Buy |
32,351
+6,783
| +27% | +$136K | 0.01% | 868 |
|
|
2020
Q3 | $502K | Buy |
25,568
+15,074
| +144% | +$296K | 0.01% | 879 |
|
|
2020
Q2 | $200K | Sell |
10,494
-1,587
| -13% | -$30.2K | ﹤0.01% | 1154 |
|
|
2020
Q1 | $171K | Buy |
12,081
+2,399
| +25% | +$34K | ﹤0.01% | 1012 |
|
|
2019
Q4 | $230K | Sell |
9,682
-66
| -0.7% | -$1.57K | 0.01% | 1019 |
|
|
2019
Q3 | $235K | Buy |
9,748
+1,629
| +20% | +$39.3K | 0.01% | 874 |
|
|
2019
Q2 | $228K | Buy |
+8,119
| New | +$228K | 0.01% | 855 |
|
|
2018
Q2 | – | Sell |
-36,347
| Closed | -$904K | – | 482 |
|
|
2018
Q1 | $904K | Sell |
36,347
-600
| -2% | -$14.9K | 0.07% | 182 |
|
|
2017
Q4 | $1.13M | Buy |
36,947
+2,652
| +8% | +$80.9K | 0.1% | 144 |
|
|
2017
Q3 | $1.03M | Sell |
34,295
-1,023
| -3% | -$30.7K | 0.1% | 141 |
|
|
2017
Q2 | $1.07M | Buy |
35,318
+1,524
| +5% | +$46.1K | 0.13% | 135 |
|
|
2017
Q1 | $1M | Buy |
33,794
+5,937
| +21% | +$176K | 0.19% | 107 |
|
|
2016
Q4 | $867K | Buy |
+27,857
| New | +$867K | 0.35% | 67 |
|