Bartlett & Co 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 | $4.97M | Buy |
79,207
+582
| +0.7% | +$36.6K | 0.07% | 139 |
|
|
2025
Q1 | $4.7M | Sell |
78,625
-3,203
| -4% | -$191K | 0.07% | 138 |
|
|
2024
Q4 | $4.43M | Sell |
81,828
-4,793
| -6% | -$259K | 0.06% | 142 |
|
|
2024
Q3 | $3.95M | Sell |
86,621
-17,535
| -17% | -$800K | 0.06% | 151 |
|
|
2024
Q2 | $4.43M | Sell |
104,156
-12,732
| -11% | -$541K | 0.07% | 143 |
|
|
2024
Q1 | $4.56M | Sell |
116,888
-11,850
| -9% | -$462K | 0.07% | 145 |
|
|
2023
Q4 | $4.5M | Buy |
128,738
+1,510
| +1% | +$52.7K | 0.07% | 145 |
|
|
2023
Q3 | $4.29M | Sell |
127,228
-2,955
| -2% | -$99.6K | 0.08% | 145 |
|
|
2023
Q2 | $4.25M | Buy |
130,183
+129,495
| +18,822% | +$4.23M | 0.07% | 144 |
|
|
2023
Q1 | $20.5K | Hold |
688
| – | – | ﹤0.01% | 708 |
|
|
2022
Q4 | $22.6K | Buy |
688
+240
| +54% | +$7.9K | ﹤0.01% | 703 |
|
|
2022
Q3 | $12.8K | Hold |
448
| – | – | ﹤0.01% | 785 |
|
|
2022
Q2 | $14K | Hold |
448
| – | – | ﹤0.01% | 803 |
|
|
2022
Q1 | $15K | Buy |
+448
| New | +$15K | ﹤0.01% | 772 |
|
|
2021
Q4 | – | Sell |
-232
| Closed | -$6.02K | – | 893 |
|
|
2021
Q3 | $6.02K | Sell |
232
-24
| -9% | -$623 | ﹤0.01% | 750 |
|
|
2021
Q2 | $6.8K | Sell |
256
-666
| -72% | -$17.7K | ﹤0.01% | 730 |
|
|
2021
Q1 | $21.8K | Sell |
922
-78
| -8% | -$1.85K | ﹤0.01% | 653 |
|
|
2020
Q4 | $20.1K | Buy |
1,000
+248
| +33% | +$4.97K | ﹤0.01% | 667 |
|
|
2020
Q3 | $14.8K | Hold |
752
| – | – | ﹤0.01% | 649 |
|
|
2020
Q2 | $14.3K | Sell |
752
-1,500
| -67% | -$28.5K | ﹤0.01% | 648 |
|
|
2020
Q1 | $31.9K | Sell |
2,252
-1,613
| -42% | -$22.8K | ﹤0.01% | 529 |
|
|
2019
Q4 | $91.7K | Buy |
3,865
+43
| +1% | +$1.02K | ﹤0.01% | 416 |
|
|
2019
Q3 | $92K | Buy |
3,822
+3,000
| +365% | +$72.2K | ﹤0.01% | 402 |
|
|
2019
Q2 | $23K | Buy |
822
+156
| +23% | +$4.37K | ﹤0.01% | 519 |
|
|
2019
Q1 | $19.1K | Hold |
666
| – | – | ﹤0.01% | 520 |
|
|
2018
Q4 | $14.7K | Hold |
666
| – | – | ﹤0.01% | 545 |
|
|
2018
Q3 | $18.1K | Hold |
666
| – | – | ﹤0.01% | 549 |
|
|
2018
Q2 | $18.1K | Sell |
666
-231
| -26% | -$6.26K | ﹤0.01% | 537 |
|
|
2018
Q1 | $22.3K | Buy |
+897
| New | +$22.3K | ﹤0.01% | 529 |
|