Cadence Bank’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 | $547K | Buy |
8,703
+193
| +2% | +$12.1K | 0.04% | 222 |
|
|
2025
Q1 | $509K | Buy |
8,510
+704
| +9% | +$42.1K | 0.04% | 222 |
|
|
2024
Q4 | $422K | Sell |
7,806
-1,099
| -12% | -$59.5K | 0.03% | 238 |
|
|
2024
Q3 | $407K | Buy |
8,905
+1,101
| +14% | +$50.3K | 0.03% | 241 |
|
|
2024
Q2 | $332K | Sell |
7,804
-11
| -0.1% | -$467 | 0.02% | 230 |
|
|
2024
Q1 | $305K | Sell |
7,815
-1,106
| -12% | -$43.1K | 0.02% | 274 |
|
|
2023
Q4 | $311K | Sell |
8,921
-1,482
| -14% | -$51.6K | 0.03% | 272 |
|
|
2023
Q3 | $350K | Sell |
10,403
-2,110
| -17% | -$71.1K | 0.03% | 252 |
|
|
2023
Q2 | $408K | Sell |
12,513
-250
| -2% | -$8.16K | 0.04% | 243 |
|
|
2023
Q1 | $381K | Buy |
12,763
+3,973
| +45% | +$119K | 0.04% | 243 |
|
|
2022
Q4 | $289K | Sell |
8,790
-40
| -0.5% | -$1.32K | 0.03% | 283 |
|
|
2022
Q3 | $253K | Buy |
8,830
+2,288
| +35% | +$65.6K | 0.03% | 292 |
|
|
2022
Q2 | $205K | Buy |
6,542
+140
| +2% | +$4.39K | 0.03% | 181 |
|
|
2022
Q1 | $214K | Buy |
+6,402
| New | +$214K | 0.03% | 182 |
|
|
2020
Q1 | – | Sell |
-121,953
| Closed | -$2.89M | – | 209 |
|
|
2019
Q4 | $2.89M | Buy |
121,953
+678
| +0.6% | +$16.1K | 0.53% | 53 |
|
|
2019
Q3 | $2.92M | Buy |
121,275
+4,007
| +3% | +$96.4K | 0.27% | 64 |
|
|
2019
Q2 | $3.29M | Buy |
117,268
+9,436
| +9% | +$265K | 0.32% | 57 |
|
|
2019
Q1 | $3.1M | Buy |
107,832
+37,746
| +54% | +$1.08M | 0.31% | 54 |
|
|
2018
Q4 | $1.55M | Buy |
+70,086
| New | +$1.55M | 0.18% | 83 |
|