Avantax Advisory Services’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 | $5.25M | Buy |
83,512
+6,154
| +8% | +$387K | 0.03% | 439 |
|
|
2025
Q1 | $4.62M | Buy |
77,358
+4,618
| +6% | +$276K | 0.03% | 438 |
|
|
2024
Q4 | $3.94M | Sell |
72,740
-25,094
| -26% | -$1.36M | 0.02% | 470 |
|
|
2024
Q3 | $4.47M | Buy |
97,834
+3,477
| +4% | +$159K | 0.03% | 416 |
|
|
2024
Q2 | $4.01M | Buy |
94,357
+62,800
| +199% | +$2.67M | 0.03% | 436 |
|
|
2024
Q1 | $1.23M | Buy |
31,557
+2,666
| +9% | +$104K | 0.01% | 680 |
|
|
2023
Q4 | $1.01M | Buy |
28,891
+10,045
| +53% | +$350K | 0.01% | 708 |
|
|
2023
Q3 | $635K | Buy |
18,846
+2,219
| +13% | +$74.8K | 0.01% | 848 |
|
|
2023
Q2 | $543K | Buy |
16,627
+26
| +0.2% | +$848 | 0.01% | 909 |
|
|
2023
Q1 | $496K | Sell |
16,601
-482
| -3% | -$14.4K | 0.01% | 918 |
|
|
2022
Q4 | $562K | Sell |
17,083
-528
| -3% | -$17.4K | 0.01% | 811 |
|
|
2022
Q3 | $504K | Sell |
17,611
-3,676
| -17% | -$105K | 0.01% | 773 |
|
|
2022
Q2 | $664K | Sell |
21,287
-1,016
| -5% | -$31.7K | 0.01% | 670 |
|
|
2022
Q1 | $750K | Buy |
22,303
+5,668
| +34% | +$191K | 0.01% | 640 |
|
|
2021
Q4 | $433K | Buy |
16,635
+1,911
| +13% | +$49.7K | 0.01% | 812 |
|
|
2021
Q3 | $385K | Buy |
14,724
+1,413
| +11% | +$36.9K | 0.01% | 816 |
|
|
2021
Q2 | $358K | Buy |
13,311
+3,536
| +36% | +$95.1K | 0.01% | 835 |
|
|
2021
Q1 | $230K | Buy |
+9,775
| New | +$230K | ﹤0.01% | 914 |
|
|
2020
Q4 | – | Sell |
-11,863
| Closed | -$234K | – | 1364 |
|
|
2020
Q3 | $234K | Buy |
+11,863
| New | +$234K | ﹤0.01% | 1148 |
|
|
2020
Q1 | – | Sell |
-15,519
| Closed | -$368K | – | 903 |
|
|
2019
Q4 | $368K | Buy |
15,519
+431
| +3% | +$10.2K | 0.01% | 568 |
|
|
2019
Q3 | $364K | Buy |
15,088
+4,850
| +47% | +$117K | 0.01% | 386 |
|
|
2019
Q2 | $287K | Sell |
10,238
-3,028
| -23% | -$84.9K | 0.01% | 406 |
|
|
2019
Q1 | $381K | Buy |
13,266
+301
| +2% | +$8.65K | 0.02% | 311 |
|
|
2018
Q4 | $286K | Buy |
+12,965
| New | +$286K | 0.05% | 304 |
|