Apollon 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 | $2.34M | Sell |
37,284
-1,078
| -3% | -$67.7K | 0.05% | 329 |
|
|
2025
Q1 | $2.29M | Buy |
38,362
+5,545
| +17% | +$331K | 0.05% | 300 |
|
|
2024
Q4 | $1.78M | Buy |
32,817
+697
| +2% | +$37.7K | 0.04% | 364 |
|
|
2024
Q3 | $1.47M | Buy |
32,120
+1,917
| +6% | +$87.5K | 0.04% | 375 |
|
|
2024
Q2 | $1.28M | Sell |
30,203
-2,750
| -8% | -$117K | 0.04% | 391 |
|
|
2024
Q1 | $1.28M | Buy |
32,953
+8,215
| +33% | +$320K | 0.04% | 396 |
|
|
2023
Q4 | $862K | Buy |
24,738
+4,250
| +21% | +$148K | 0.03% | 495 |
|
|
2023
Q3 | $690K | Buy |
20,488
+5,686
| +38% | +$192K | 0.03% | 462 |
|
|
2023
Q2 | $483K | Buy |
14,802
+392
| +3% | +$12.8K | 0.02% | 600 |
|
|
2023
Q1 | $430K | Sell |
14,410
-2,021
| -12% | -$60.3K | 0.03% | 579 |
|
|
2022
Q4 | $541K | Buy |
16,431
+3,743
| +30% | +$123K | 0.04% | 488 |
|
|
2022
Q3 | $363K | Buy |
12,688
+376
| +3% | +$10.8K | 0.03% | 537 |
|
|
2022
Q2 | $384K | Buy |
12,312
+3,490
| +40% | +$109K | 0.03% | 500 |
|
|
2022
Q1 | $295K | Sell |
8,822
-720
| -8% | -$24.1K | 0.02% | 597 |
|
|
2021
Q4 | $248K | Buy |
+9,542
| New | +$248K | 0.02% | 636 |
|
|
2020
Q3 | – | Sell |
-819
| Closed | -$16K | – | 685 |
|
|
2020
Q2 | $16K | Buy |
+819
| New | +$16K | 0.01% | 422 |
|