Ameritas Investment Partners’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 | $774K | Buy |
12,330
+6
| +0% | +$377 | 0.02% | 693 |
|
2025
Q1 | $736K | Buy |
12,324
+446
| +4% | +$26.7K | 0.03% | 696 |
|
2024
Q4 | $643K | Sell |
11,878
-468
| -4% | -$25.3K | 0.02% | 736 |
|
2024
Q3 | $564K | Sell |
12,346
-479
| -4% | -$21.9K | 0.02% | 800 |
|
2024
Q2 | $545K | Sell |
12,825
-333
| -3% | -$14.2K | 0.02% | 778 |
|
2024
Q1 | $513K | Sell |
13,158
-457
| -3% | -$17.8K | 0.02% | 806 |
|
2023
Q4 | $474K | Sell |
13,615
-424
| -3% | -$14.8K | 0.02% | 819 |
|
2023
Q3 | $473K | Sell |
14,039
-663
| -5% | -$22.3K | 0.02% | 789 |
|
2023
Q2 | $480K | Hold |
14,702
| – | – | 0.02% | 778 |
|
2023
Q1 | $439K | Sell |
14,702
-235
| -2% | -$7.02K | 0.02% | 803 |
|
2022
Q4 | $473K | Sell |
14,937
-304
| -2% | -$9.64K | 0.02% | 797 |
|
2022
Q3 | $436K | Hold |
15,241
| – | – | 0.02% | 784 |
|
2022
Q2 | $475K | Sell |
15,241
-688
| -4% | -$21.4K | 0.02% | 765 |
|
2022
Q1 | $532K | Hold |
15,929
| – | – | 0.02% | 785 |
|
2021
Q4 | $415K | Sell |
15,929
-869
| -5% | -$22.6K | 0.01% | 858 |
|
2021
Q3 | $436K | Hold |
16,798
| – | – | 0.02% | 832 |
|
2021
Q2 | $446K | Hold |
16,798
| – | – | 0.02% | 824 |
|
2021
Q1 | $398K | Sell |
16,798
-859
| -5% | -$20.4K | 0.02% | 852 |
|
2020
Q4 | $354K | Sell |
17,657
-3,134
| -15% | -$62.8K | 0.02% | 866 |
|
2020
Q3 | $408K | Sell |
20,791
-847
| -4% | -$16.6K | 0.02% | 768 |
|
2020
Q2 | $411K | Buy |
21,638
+1,621
| +8% | +$30.8K | 0.02% | 764 |
|
2020
Q1 | $283K | Sell |
20,017
-633
| -3% | -$8.95K | 0.02% | 801 |
|
2019
Q4 | $489K | Buy |
20,650
+3
| +0% | +$71 | 0.02% | 757 |
|
2019
Q3 | $496K | Sell |
20,647
-597
| -3% | -$14.3K | 0.02% | 743 |
|
2019
Q2 | $595K | Sell |
21,244
-526
| -2% | -$14.7K | 0.03% | 698 |
|
2019
Q1 | $625K | Hold |
21,770
| – | – | 0.03% | 673 |
|
2018
Q4 | $480K | Hold |
21,770
| – | – | 0.03% | 703 |
|
2018
Q3 | $592K | Buy |
21,770
+6,022
| +38% | +$164K | 0.03% | 696 |
|
2018
Q2 | $427K | Sell |
15,748
-1,348
| -8% | -$36.6K | 0.02% | 769 |
|
2018
Q1 | $425K | Sell |
17,096
-800
| -4% | -$19.9K | 0.02% | 789 |
|
2017
Q4 | $546K | Sell |
17,896
-740
| -4% | -$22.6K | 0.02% | 719 |
|
2017
Q3 | $554K | Hold |
18,636
| – | – | 0.03% | 717 |
|
2017
Q2 | $564K | Sell |
18,636
-793
| -4% | -$24K | 0.03% | 726 |
|
2017
Q1 | $575K | Buy |
19,429
+3,100
| +19% | +$91.7K | 0.03% | 733 |
|
2016
Q4 | $508K | Hold |
16,329
| – | – | 0.03% | 744 |
|
2016
Q3 | $502K | Buy |
16,329
+2,826
| +21% | +$86.9K | 0.03% | 742 |
|
2016
Q2 | $292K | Sell |
13,503
-23
| -0.2% | -$497 | 0.02% | 829 |
|
2016
Q1 | $217K | Hold |
13,526
| – | – | 0.01% | 919 |
|
2015
Q4 | $347K | Buy |
13,526
+725
| +6% | +$18.6K | 0.02% | 746 |
|
2015
Q3 | $472K | Buy |
12,801
+340
| +3% | +$12.5K | 0.03% | 564 |
|
2015
Q2 | $715K | Hold |
12,461
| – | – | 0.05% | 419 |
|
2015
Q1 | $630K | Hold |
12,461
| – | – | 0.04% | 494 |
|
2014
Q4 | $560K | Hold |
12,461
| – | – | 0.04% | 536 |
|
2014
Q3 | $690K | Sell |
12,461
-2,064
| -14% | -$114K | 0.05% | 422 |
|
2014
Q2 | $846K | Buy |
14,525
+1,000
| +7% | +$58.2K | 0.06% | 345 |
|
2014
Q1 | $549K | Sell |
13,525
-992
| -7% | -$40.3K | 0.04% | 530 |
|
2013
Q4 | $560K | Hold |
14,517
| – | – | 0.04% | 529 |
|
2013
Q3 | $528K | Buy |
+14,517
| New | +$528K | 0.05% | 481 |
|