AllSquare 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 | $15.7K | Sell |
250
-250
| -50% | -$15.7K | 0.01% | 342 |
|
|
2025
Q1 | $29.9K | Sell |
500
-200
| -29% | -$12K | 0.02% | 266 |
|
|
2024
Q4 | $37.9K | Sell |
700
-500
| -42% | -$27.1K | 0.02% | 237 |
|
|
2024
Q3 | $54.8K | Hold |
1,200
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $51K | Hold |
1,200
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $46.8K | Hold |
1,200
| – | – | 0.03% | 220 |
|
|
2023
Q4 | $41.8K | Hold |
1,200
| – | – | 0.03% | 227 |
|
|
2023
Q3 | $40.4K | Hold |
1,200
| – | – | 0.03% | 222 |
|
|
2023
Q2 | $34.3K | Hold |
1,200
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $35.8K | Hold |
1,200
| – | – | 0.02% | 248 |
|
|
2022
Q4 | $39.5K | Hold |
1,200
| – | – | 0.03% | 222 |
|
|
2022
Q3 | $34K | Sell |
1,200
-753
| -39% | -$21.3K | 0.02% | 231 |
|
|
2022
Q2 | $61K | Hold |
1,953
| – | – | 0.04% | 180 |
|
|
2022
Q1 | $65K | Buy |
1,953
+94
| +5% | +$3.13K | 0.04% | 188 |
|
|
2021
Q4 | $48K | Buy |
1,859
+280
| +18% | +$7.23K | 0.03% | 226 |
|
|
2021
Q3 | $41K | Buy |
1,579
+500
| +46% | +$13K | 0.02% | 245 |
|
|
2021
Q2 | $29K | Buy |
1,079
+300
| +39% | +$8.06K | 0.02% | 294 |
|
|
2021
Q1 | $18K | Hold |
779
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $16K | Hold |
779
| – | – | 0.01% | 309 |
|
|
2020
Q3 | $15K | Buy |
+779
| New | +$15K | 0.01% | 292 |
|