Bell & Brown Wealth Advisors’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 | $3.21M | Sell |
51,256
-100
| -0.2% | -$6.26K | 1.15% | 34 |
|
|
2025
Q1 | $3.07M | Buy |
51,356
+2,957
| +6% | +$177K | 1.2% | 36 |
|
|
2024
Q4 | $2.62M | Buy |
48,399
+254
| +0.5% | +$13.7K | 0.97% | 40 |
|
|
2024
Q3 | $2.2M | Sell |
48,145
-822
| -2% | -$37.5K | 0.86% | 44 |
|
|
2024
Q2 | $2.08M | Sell |
48,967
-2,050
| -4% | -$87.1K | 0.8% | 44 |
|
|
2024
Q1 | $1.99M | Sell |
51,017
-323
| -0.6% | -$12.6K | 0.85% | 44 |
|
|
2023
Q4 | $1.79M | Buy |
+51,340
| New | +$1.79M | 0.83% | 45 |
|
|
2023
Q2 | $1.67M | Buy |
51,318
+1,150
| +2% | +$37.5K | 0.84% | 47 |
|
|
2023
Q1 | $1.5M | Sell |
50,168
-1,722
| -3% | -$51.4K | 0.8% | 47 |
|
|
2022
Q4 | $1.71M | Sell |
51,890
-1,848
| -3% | -$60.8K | 0.94% | 47 |
|
|
2022
Q3 | $1.54M | Buy |
53,738
+1,850
| +4% | +$53K | 0.95% | 45 |
|
|
2022
Q2 | $1.62M | Sell |
51,888
-2,125
| -4% | -$66.3K | 0.87% | 48 |
|
|
2022
Q1 | $1.81M | Sell |
54,013
-400
| -0.7% | -$13.4K | 0.82% | 47 |
|
|
2021
Q4 | $1.66M | Sell |
54,413
-524
| -1% | -$16K | 0.8% | 47 |
|
|
2021
Q3 | $1.43M | Buy |
+54,937
| New | +$1.43M | 0.77% | 50 |
|
|
2020
Q3 | $493K | Buy |
25,124
+2,407
| +11% | +$47.2K | 0.36% | 56 |
|
|
2020
Q2 | $491K | Buy |
22,717
+1,200
| +6% | +$25.9K | 0.38% | 57 |
|
|
2020
Q1 | $417K | Sell |
21,517
-596
| -3% | -$11.6K | 0.39% | 58 |
|
|
2019
Q4 | $526K | Sell |
22,113
-684
| -3% | -$16.3K | 0.39% | 64 |
|
|
2019
Q3 | $542K | Sell |
22,797
-298
| -1% | -$7.09K | 0.45% | 60 |
|
|
2019
Q2 | $648K | Buy |
23,095
+1,494
| +7% | +$41.9K | 0.57% | 55 |
|
|
2019
Q1 | $620K | Sell |
21,601
-1,989
| -8% | -$57.1K | 0.57% | 56 |
|
|
2018
Q4 | $520K | Sell |
23,590
-2,560
| -10% | -$56.4K | 0.56% | 58 |
|
|
2018
Q3 | $636K | Buy |
+26,150
| New | +$636K | 0.59% | 59 |
|