Avantax Planning Partners’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 | $454K | Sell |
7,231
-320
| -4% | -$20.1K | 0.01% | 278 |
|
|
2025
Q1 | $451K | Buy |
7,551
+612
| +9% | +$36.6K | 0.02% | 273 |
|
|
2024
Q4 | $376K | Sell |
6,939
-1,926
| -22% | -$104K | 0.01% | 294 |
|
|
2024
Q3 | $405K | Sell |
8,865
-1,215
| -12% | -$55.5K | 0.01% | 287 |
|
|
2024
Q2 | $428K | Sell |
10,080
-780
| -7% | -$33.2K | 0.01% | 307 |
|
|
2024
Q1 | $423K | Buy |
10,860
+2,631
| +32% | +$103K | 0.01% | 309 |
|
|
2023
Q4 | $287K | Sell |
8,229
-204
| -2% | -$7.11K | 0.01% | 303 |
|
|
2023
Q3 | $284K | Sell |
8,433
-962
| -10% | -$32.4K | 0.01% | 292 |
|
|
2023
Q2 | $307K | Buy |
9,395
+304
| +3% | +$9.92K | 0.01% | 292 |
|
|
2023
Q1 | $271K | Sell |
9,091
-94
| -1% | -$2.81K | 0.01% | 315 |
|
|
2022
Q4 | $302K | Buy |
9,185
+492
| +6% | +$16.2K | 0.01% | 297 |
|
|
2022
Q3 | $249K | Sell |
8,693
-1,990
| -19% | -$57K | 0.01% | 298 |
|
|
2022
Q2 | $333K | Sell |
10,683
-588
| -5% | -$18.3K | 0.01% | 260 |
|
|
2022
Q1 | $377K | Buy |
11,271
+2
| +0% | +$67 | 0.02% | 252 |
|
|
2021
Q4 | $293K | Sell |
11,269
-34
| -0.3% | -$884 | 0.01% | 278 |
|
|
2021
Q3 | $293K | Sell |
11,303
-59
| -0.5% | -$1.53K | 0.01% | 258 |
|
|
2021
Q2 | $302K | Buy |
11,362
+1,797
| +19% | +$47.8K | 0.01% | 254 |
|
|
2021
Q1 | $227K | Buy |
+9,565
| New | +$227K | 0.01% | 278 |
|
|
2020
Q4 | – | Sell |
-12,291
| Closed | -$242K | – | 313 |
|
|
2020
Q3 | $242K | Sell |
12,291
-2,504
| -17% | -$49.3K | 0.01% | 257 |
|
|
2020
Q2 | $281K | Sell |
14,795
-2,427
| -14% | -$46.1K | 0.02% | 224 |
|
|
2020
Q1 | $244K | Buy |
17,222
+8,554
| +99% | +$121K | 0.02% | 228 |
|
|
2019
Q4 | $206K | Sell |
8,668
-818
| -9% | -$19.4K | 0.01% | 290 |
|
|
2019
Q3 | $228K | Sell |
9,486
-133
| -1% | -$3.2K | 0.01% | 277 |
|
|
2019
Q2 | $274K | Sell |
9,619
-785
| -8% | -$22.4K | 0.02% | 242 |
|
|
2019
Q1 | $299K | Buy |
10,404
+402
| +4% | +$11.6K | 0.02% | 230 |
|
|
2018
Q4 | $221K | Buy |
10,002
+5,489
| +122% | +$121K | 0.02% | 243 |
|
|
2018
Q3 | $123K | Buy |
+4,513
| New | +$123K | 0.01% | 307 |
|
|
2018
Q2 | – | Sell |
-11,070
| Closed | -$275K | – | 1478 |
|
|
2018
Q1 | $275K | Sell |
11,070
-412
| -4% | -$10.2K | 0.02% | 244 |
|
|
2017
Q4 | $350K | Sell |
11,482
-5,244
| -31% | -$160K | 0.03% | 211 |
|
|
2017
Q3 | $502K | Buy |
16,726
+1,929
| +13% | +$57.9K | 0.04% | 208 |
|
|
2017
Q2 | $448K | Buy |
14,797
+582
| +4% | +$17.6K | 0.04% | 203 |
|
|
2017
Q1 | $421K | Buy |
14,215
+619
| +5% | +$18.3K | 0.04% | 200 |
|
|
2016
Q4 | $423K | Buy |
+13,596
| New | +$423K | 0.05% | 184 |
|