Baker Tilly Wealth Management’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 | $1.38M | Sell |
21,897
-4,899
| -18% | -$308K | 0.49% | 34 |
|
|
2025
Q1 | $1.6M | Sell |
26,796
-943
| -3% | -$56.4K | 0.63% | 26 |
|
|
2024
Q4 | $1.5M | Sell |
27,739
-3,257
| -11% | -$176K | 0.59% | 33 |
|
|
2024
Q3 | $1.41M | Buy |
30,996
+3,178
| +11% | +$145K | 0.63% | 27 |
|
|
2024
Q2 | $1.18M | Sell |
27,818
-13,729
| -33% | -$583K | 0.48% | 41 |
|
|
2024
Q1 | $1.62M | Sell |
41,547
-1,274
| -3% | -$49.6K | 0.29% | 79 |
|
|
2023
Q4 | $1.49M | Sell |
42,821
-9,129
| -18% | -$318K | 0.24% | 92 |
|
|
2023
Q3 | $1.75M | Sell |
51,950
-67,564
| -57% | -$2.28M | 0.29% | 75 |
|
|
2023
Q2 | $3.9M | Buy |
119,514
+13,633
| +13% | +$445K | 0.41% | 55 |
|
|
2023
Q1 | $3.16M | Buy |
105,881
+5,763
| +6% | +$172K | 0.36% | 63 |
|
|
2022
Q4 | $3.29M | Buy |
100,118
+8,029
| +9% | +$264K | 0.41% | 63 |
|
|
2022
Q3 | $2.64M | Buy |
92,089
+6,961
| +8% | +$199K | 0.36% | 63 |
|
|
2022
Q2 | $2.66M | Buy |
85,128
+5,272
| +7% | +$165K | 0.35% | 68 |
|
|
2022
Q1 | $2.67M | Buy |
79,856
+13,424
| +20% | +$448K | 0.3% | 72 |
|
|
2021
Q4 | $1.73M | Buy |
66,432
+10,326
| +18% | +$269K | 0.19% | 111 |
|
|
2021
Q3 | $1.46M | Buy |
56,106
+14,599
| +35% | +$379K | 0.19% | 103 |
|
|
2021
Q2 | $1.1M | Buy |
41,507
+10,505
| +34% | +$279K | 0.18% | 132 |
|
|
2021
Q1 | $734K | Buy |
+31,002
| New | +$734K | 0.15% | 175 |
|