Arete Wealth 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 | $1.36M | Sell |
21,664
-38
| -0.2% | -$2.39K | 0.1% | 209 |
|
|
2025
Q1 | $1.3M | Buy |
21,702
+531
| +3% | +$31.7K | 0.1% | 210 |
|
|
2024
Q4 | $1.15M | Buy |
21,171
+11,927
| +129% | +$646K | 0.08% | 234 |
|
|
2024
Q3 | $422K | Buy |
9,244
+63
| +0.7% | +$2.88K | 0.04% | 414 |
|
|
2024
Q2 | $390K | Sell |
9,181
-4,201
| -31% | -$178K | 0.03% | 452 |
|
|
2024
Q1 | $521K | Sell |
13,382
-4,469
| -25% | -$174K | 0.05% | 287 |
|
|
2023
Q4 | $622K | Buy |
17,851
+4,829
| +37% | +$168K | 0.05% | 351 |
|
|
2023
Q3 | $439K | Sell |
13,022
-861
| -6% | -$29K | 0.08% | 258 |
|
|
2023
Q2 | $453K | Sell |
13,883
-5,934
| -30% | -$194K | 0.04% | 381 |
|
|
2023
Q1 | $592K | Buy |
19,817
+2,736
| +16% | +$81.7K | 0.05% | 308 |
|
|
2022
Q4 | $562M | Sell |
17,081
-200
| -1% | -$6.58M | 0.05% | 302 |
|
|
2022
Q3 | $495K | Buy |
17,281
+10,117
| +141% | +$290K | 0.05% | 303 |
|
|
2022
Q2 | $224K | Sell |
7,164
-691
| -9% | -$21.6K | 0.02% | 404 |
|
|
2022
Q1 | $262K | Sell |
7,855
-10
| -0.1% | -$334 | 0.02% | 412 |
|
|
2021
Q4 | $208K | Buy |
+7,865
| New | +$208K | 0.02% | 470 |
|