Aptus Capital Advisors’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 | $1.82M | Buy |
28,911
+4,071
| +16% | +$256K | 0.01% | 429 |
|
|
2025
Q1 | $1.48M | Sell |
24,840
-1,458
| -6% | -$87.1K | 0.02% | 435 |
|
|
2024
Q4 | $1.42M | Buy |
26,298
+13,941
| +113% | +$754K | 0.01% | 448 |
|
|
2024
Q3 | $564K | Buy |
12,357
+492
| +4% | +$22.5K | 0.01% | 510 |
|
|
2024
Q2 | $504K | Buy |
11,865
+1,137
| +11% | +$48.3K | 0.01% | 508 |
|
|
2024
Q1 | $418K | Buy |
10,728
+4,485
| +72% | +$175K | 0.01% | 549 |
|
|
2023
Q4 | $217K | Buy |
+6,243
| New | +$217K | 0.01% | 529 |
|