Cahill Financial 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 | $474K | Sell |
7,554
-2,190
| -22% | -$138K | 0.06% | 177 |
|
|
2025
Q1 | $582K | Sell |
9,744
-239
| -2% | -$14.3K | 0.08% | 150 |
|
|
2024
Q4 | $540K | Sell |
9,983
-1,281
| -11% | -$69.3K | 0.07% | 152 |
|
|
2024
Q3 | $514K | Sell |
11,264
-864
| -7% | -$39.4K | 0.07% | 167 |
|
|
2024
Q2 | $515K | Sell |
12,128
-1,849
| -13% | -$78.6K | 0.07% | 172 |
|
|
2024
Q1 | $545K | Sell |
13,977
-3,896
| -22% | -$152K | 0.07% | 167 |
|
|
2023
Q4 | $623K | Sell |
17,873
-6,132
| -26% | -$214K | 0.09% | 152 |
|
|
2023
Q3 | $809K | Sell |
24,005
-483
| -2% | -$16.3K | 0.13% | 128 |
|
|
2023
Q2 | $799K | Buy |
24,488
+3,318
| +16% | +$108K | 0.13% | 128 |
|
|
2023
Q1 | $632K | Buy |
21,170
+6,505
| +44% | +$194K | 0.11% | 138 |
|
|
2022
Q4 | $482K | Buy |
14,665
+945
| +7% | +$31.1K | 0.09% | 153 |
|
|
2022
Q3 | $393K | Buy |
13,720
+151
| +1% | +$4.33K | 0.08% | 164 |
|
|
2022
Q2 | $423K | Buy |
13,569
+2,769
| +26% | +$86.3K | 0.09% | 164 |
|
|
2022
Q1 | $361K | Buy |
+10,800
| New | +$361K | 0.07% | 175 |
|
|
2015
Q4 | – | Sell |
-7,220
| Closed | -$267K | – | 112 |
|
|
2015
Q3 | $267K | Sell |
7,220
-112
| -2% | -$4.14K | 0.22% | 89 |
|
|
2015
Q2 | $421K | Sell |
7,332
-2,149
| -23% | -$123K | 0.32% | 75 |
|
|
2015
Q1 | $480K | Buy |
9,481
+831
| +10% | +$42.1K | 0.37% | 70 |
|
|
2014
Q4 | $389K | Sell |
8,650
-300
| -3% | -$13.5K | 0.3% | 76 |
|
|
2014
Q3 | $496K | Sell |
8,950
-240
| -3% | -$13.3K | 0.4% | 65 |
|
|
2014
Q2 | $535K | Buy |
9,190
+40
| +0.4% | +$2.33K | 0.42% | 56 |
|
|
2014
Q1 | $372K | Buy |
9,150
+2,050
| +29% | +$83.3K | 0.32% | 68 |
|
|
2013
Q4 | $274K | Buy |
+7,100
| New | +$274K | 0.24% | 90 |
|