Ameritas Advisory Services’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 | $322K | Sell |
5,128
-2,638
| -34% | -$166K | 0.02% | 612 |
|
|
2025
Q1 | $427K | Buy |
7,766
+5
| +0.1% | +$275 | 0.02% | 606 |
|
|
2024
Q4 | $420K | Buy |
7,761
+841
| +12% | +$45.5K | 0.01% | 637 |
|
|
2024
Q3 | $316K | Sell |
6,920
-2,514
| -27% | -$115K | 0.01% | 668 |
|
|
2024
Q2 | $401K | Buy |
9,434
+663
| +8% | +$28.2K | 0.02% | 647 |
|
|
2024
Q1 | $339K | Buy |
+8,771
| New | +$339K | 0.01% | 672 |
|
|
2023
Q4 | – | Sell |
-6,967
| Closed | -$248K | – | 852 |
|
|
2023
Q3 | $248K | Buy |
+6,967
| New | +$248K | 0.01% | 682 |
|
|
2023
Q2 | – | Sell |
-5,665
| Closed | -$170K | – | 2520 |
|
|
2023
Q1 | $170K | Sell |
5,665
-4,451
| -44% | -$133K | 0.01% | 815 |
|
|
2022
Q4 | $333K | Buy |
+10,116
| New | +$333K | 0.02% | 681 |
|