Buckley 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 | $1.52M | Sell |
24,140
-80
| -0.3% | -$5.03K | 0.45% | 38 |
|
|
2025
Q1 | $1.45M | Sell |
24,220
-4,065
| -14% | -$243K | 0.45% | 39 |
|
|
2024
Q4 | $1.53M | Sell |
28,285
-1,845
| -6% | -$99.9K | 0.47% | 36 |
|
|
2024
Q3 | $1.38M | Buy |
30,130
+85
| +0.3% | +$3.88K | 0.42% | 44 |
|
|
2024
Q2 | $1.28M | Buy |
30,045
+90
| +0.3% | +$3.83K | 0.4% | 38 |
|
|
2024
Q1 | $1.17M | Sell |
29,955
-310
| -1% | -$12.1K | 0.37% | 48 |
|
|
2023
Q4 | $1.05M | Sell |
30,265
-600
| -2% | -$20.9K | 0.37% | 48 |
|
|
2023
Q3 | $1.04M | Buy |
30,865
+300
| +1% | +$10.1K | 0.39% | 41 |
|
|
2023
Q2 | $997K | Buy |
30,565
+2,640
| +9% | +$86.1K | 0.34% | 54 |
|
|
2023
Q1 | $834K | Sell |
27,925
-985
| -3% | -$29.4K | 0.31% | 62 |
|
|
2022
Q4 | $951K | Sell |
28,910
-180
| -0.6% | -$5.92K | 0.35% | 47 |
|
|
2022
Q3 | $833K | Sell |
29,090
-3,342
| -10% | -$95.7K | 0.31% | 53 |
|
|
2022
Q2 | $1.01M | Buy |
+32,432
| New | +$1.01M | 0.33% | 54 |
|