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