Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,032
| Closed | -$92.8K | – | 1037 |
|
|
2024
Q3 | $92.8K | Buy |
2,032
+32
| +2% | +$1.41K | 0.01% | 422 |
|
|
2024
Q2 | $85K | Hold |
2,000
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $77.9K | Hold |
2,000
| – | – | 0.01% | 303 |
|
|
2023
Q4 | $69.7K | Hold |
2,000
| – | – | 0.01% | 330 |
|
|
2023
Q3 | $67.4K | Hold |
2,000
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $65.3K | Hold |
2,000
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $59.7K | Hold |
2,000
| – | – | 0.01% | 405 |
|
|
2022
Q4 | $65.8K | Hold |
2,000
| – | – | 0.01% | 375 |
|
|
2022
Q3 | $57K | Hold |
2,000
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $62K | Hold |
2,000
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $67K | Hold |
2,000
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $52K | Hold |
2,000
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $52K | Hold |
2,000
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $53K | Hold |
2,000
| – | – | 0.01% | 352 |
|
|
2021
Q1 | $47K | Hold |
2,000
| – | – | 0.01% | 352 |
|
|
2020
Q4 | $40K | Hold |
2,000
| – | – | 0.01% | 343 |
|
|
2020
Q3 | $39K | Hold |
2,000
| – | – | 0.01% | 325 |
|
|
2020
Q2 | $38K | Hold |
2,000
| – | – | 0.01% | 326 |
|
|
2020
Q1 | $28K | Hold |
2,000
| – | – | ﹤0.01% | 344 |
|
|
2019
Q4 | $47K | Hold |
2,000
| – | – | 0.01% | 326 |
|
|
2019
Q3 | $48K | Sell |
2,000
-44,692
| -96% | -$1.13M | 0.01% | 314 |
|
|
2019
Q2 | $1.31M | Hold |
46,692
| – | – | 0.19% | 73 |
|
|
2019
Q1 | $1.34M | Sell |
46,692
-896
| -2% | -$24K | 0.2% | 74 |
|
|
2018
Q4 | $1.05M | Hold |
47,588
| – | – | 0.18% | 79 |
|
|
2018
Q3 | $1.29M | Buy |
47,588
+38,330
| +414% | +$1.11M | 0.18% | 78 |
|
|
2018
Q2 | $251K | Buy |
9,258
+7,258
| +363% | +$191K | 0.04% | 176 |
|
|
2018
Q1 | $50K | Hold |
2,000
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $61K | Hold |
2,000
| – | – | 0.01% | 283 |
|
|
2017
Q3 | $60K | Hold |
2,000
| – | – | 0.01% | 275 |
|
|
2017
Q2 | $61K | Hold |
2,000
| – | – | 0.01% | 281 |
|
|
2017
Q1 | $59K | Hold |
2,000
| – | – | 0.01% | 279 |
|
|
2016
Q4 | $62K | Hold |
2,000
| – | – | 0.01% | 273 |
|
|
2016
Q3 | $61K | Hold |
2,000
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $43K | Hold |
2,000
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $32K | Buy |
+2,000
| New | +$34.4K | 0.01% | 327 |
|
Other funds holding WMB
Baldwin Wealth Partners's WMB Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 2,032 shares — an estimated $92.8K sold.
Baldwin Wealth Partners first reported a position in WMB in Q1 2016 and held it in 35 quarters. The position peaked at $1.34M in Q1 2019. 1,520 funds tracked by Wall St. Rank hold WMB as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 2,032 Williams Companies shares in Q4 2024, an estimated $92.8K.
- Baldwin Wealth Partners first reported a position in Williams Companies in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's Williams Companies position peaked at $1.34M in Q1 2019.
- 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.