Ausdal Financial Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.97M | Sell |
27,037
-750
| -3% | -$51.9K | 0.09% | 228 |
|
|
2025
Q4 | $1.67M | Sell |
27,787
-85
| -0.3% | -$5.14K | 0.08% | 258 |
|
|
2025
Q3 | $1.77M | Buy |
27,872
+242
| +0.9% | +$14.2K | 0.09% | 243 |
|
|
2025
Q2 | $1.74M | Sell |
27,630
-330
| -1% | -$19.5K | 0.12% | 178 |
|
|
2025
Q1 | $1.67M | Buy |
27,960
+1,485
| +6% | +$85K | 0.13% | 162 |
|
|
2024
Q4 | $1.43M | Buy |
26,475
+401
| +2% | +$21.6K | 0.12% | 163 |
|
|
2024
Q3 | $1.19M | Buy |
26,074
+1,876
| +8% | +$82.5K | 0.12% | 170 |
|
|
2024
Q2 | $1.03M | Buy |
24,198
+4,887
| +25% | +$196K | 0.11% | 180 |
|
|
2024
Q1 | $753K | Sell |
19,311
-160
| -0.8% | -$5.68K | 0.09% | 208 |
|
|
2023
Q4 | $678K | Buy |
19,471
+252
| +1% | +$8.84K | 0.08% | 210 |
|
|
2023
Q3 | $648K | Buy |
19,219
+8
| +0% | +$273 | 0.09% | 203 |
|
|
2023
Q2 | $627K | Sell |
19,211
-52
| -0.3% | -$1.56K | 0.09% | 210 |
|
|
2023
Q1 | $575K | Buy |
19,263
+10
| +0.1% | +$309 | 0.08% | 230 |
|
|
2022
Q4 | $633K | Buy |
19,253
+2,327
| +14% | +$75.8K | 0.09% | 204 |
|
|
2022
Q3 | $485K | Sell |
16,926
-144
| -0.8% | -$4.69K | 0.08% | 247 |
|
|
2022
Q2 | $533K | Buy |
17,070
+1,266
| +8% | +$43.7K | 0.08% | 249 |
|
|
2022
Q1 | $528K | Sell |
15,804
-688
| -4% | -$21K | 0.07% | 271 |
|
|
2021
Q4 | $429K | Sell |
16,492
-109
| -0.7% | -$3.01K | 0.06% | 305 |
|
|
2021
Q3 | $431K | Buy |
16,601
+35
| +0.2% | +$881 | 0.06% | 299 |
|
|
2021
Q2 | $440K | Sell |
16,566
-160
| -1% | -$4.1K | 0.07% | 284 |
|
|
2021
Q1 | $396K | Buy |
16,726
+90
| +0.5% | +$2.04K | 0.07% | 287 |
|
|
2020
Q4 | $334K | Buy |
16,636
+2,830
| +20% | +$57.4K | 0.07% | 292 |
|
|
2020
Q3 | $271K | Hold |
13,806
| – | – | 0.07% | 281 |
|
|
2020
Q2 | $263K | Sell |
13,806
-271
| -2% | -$5.04K | 0.09% | 224 |
|
|
2020
Q1 | $260K | Hold |
14,077
| – | – | 0.09% | 212 |
|
|
2019
Q4 | $298K | Buy |
14,077
+1,952
| +16% | +$44.7K | 0.09% | 249 |
|
|
2019
Q3 | $292K | Buy |
12,125
+3,775
| +45% | +$95.2K | 0.1% | 231 |
|
|
2019
Q2 | $209K | Sell |
8,350
-300
| -3% | -$8.34K | 0.08% | 270 |
|
|
2019
Q1 | $248K | Buy |
+8,650
| New | +$232K | 0.1% | 222 |
|
|
2016
Q1 | – | Sell |
-1,950
| Closed | -$50K | – | 1025 |
|
|
2015
Q4 | $50K | Buy |
+1,950
| New | +$68.1K | 0.03% | 454 |
|
Other funds holding WMB
VCM
VPM
Ausdal Financial Partners's WMB Position: Q1 2026 in Review
Ausdal Financial Partners reduced its Williams Companies (WMB) stake by 2.7% in Q1 2026, selling an estimated $51.9K and leaving 27,037 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #228.
Ausdal Financial Partners first reported a position in WMB in Q4 2015 and has held it in 30 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Ausdal Financial Partners held 27,037 shares of Williams Companies worth $1.97M as of Q1 2026.
- Ausdal Financial Partners sold 750 Williams Companies shares in Q1 2026, an estimated $51.9K.
- Williams Companies made up 0.09% of Ausdal Financial Partners's portfolio in Q1 2026, its #228 holding.
- Ausdal Financial Partners first reported a position in Williams Companies in Q4 2015 and has held it in 30 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.