Capital Analysts LLC’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 | $3.61M | Sell |
57,433
-5,411
| -9% | -$340K | 0.12% | 152 |
|
|
2025
Q1 | $3.76M | Sell |
62,844
-578
| -0.9% | -$34.5K | 0.14% | 133 |
|
|
2024
Q4 | $3.43M | Sell |
63,422
-14,565
| -19% | -$788K | 0.14% | 125 |
|
|
2024
Q3 | $3.56M | Sell |
77,987
-9,959
| -11% | -$455K | 0.15% | 123 |
|
|
2024
Q2 | $3.74M | Sell |
87,946
-10,126
| -10% | -$430K | 0.17% | 110 |
|
|
2024
Q1 | $3.82M | Sell |
98,072
-3,791
| -4% | -$148K | 0.18% | 102 |
|
|
2023
Q4 | $3.55M | Sell |
101,863
-1,988
| -2% | -$69.2K | 0.18% | 106 |
|
|
2023
Q3 | $3.5M | Buy |
103,851
+3,059
| +3% | +$103K | 0.19% | 100 |
|
|
2023
Q2 | $3.29M | Sell |
100,792
-53,544
| -35% | -$1.75M | 0.18% | 105 |
|
|
2023
Q1 | $4.61M | Buy |
154,336
+57,114
| +59% | +$1.71M | 0.26% | 89 |
|
|
2022
Q4 | $3.2M | Buy |
97,222
+650
| +0.7% | +$21.4K | 0.2% | 105 |
|
|
2022
Q3 | $2.77M | Sell |
96,572
-1,030
| -1% | -$29.5K | 0.19% | 103 |
|
|
2022
Q2 | $3.05M | Sell |
97,602
-25,313
| -21% | -$790K | 0.21% | 100 |
|
|
2022
Q1 | $4.11M | Sell |
122,915
-630
| -0.5% | -$21.1K | 0.26% | 81 |
|
|
2021
Q4 | $3.22M | Sell |
123,545
-120
| -0.1% | -$3.13K | 0.2% | 105 |
|
|
2021
Q3 | $3.21M | Sell |
123,665
-800
| -0.6% | -$20.8K | 0.21% | 95 |
|
|
2021
Q2 | $3.31M | Sell |
124,465
-27,661
| -18% | -$735K | 0.22% | 94 |
|
|
2021
Q1 | $3.6M | Buy |
152,126
+150,281
| +8,145% | +$3.56M | 0.25% | 85 |
|
|
2020
Q4 | $37K | Hold |
1,845
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $36K | Hold |
1,845
| – | – | ﹤0.01% | 447 |
|
|
2020
Q2 | $35K | Hold |
1,845
| – | – | ﹤0.01% | 417 |
|
|
2020
Q1 | $26K | Buy |
1,845
+350
| +23% | +$4.93K | ﹤0.01% | 422 |
|
|
2019
Q4 | $35K | Buy |
1,495
+850
| +132% | +$19.9K | ﹤0.01% | 438 |
|
|
2019
Q3 | $15K | Hold |
645
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $18K | Sell |
645
-23
| -3% | -$642 | ﹤0.01% | 468 |
|
|
2019
Q1 | $19K | Hold |
668
| – | – | ﹤0.01% | 442 |
|
|
2018
Q4 | $15K | Hold |
668
| – | – | ﹤0.01% | 429 |
|
|
2018
Q3 | $18K | Buy |
+668
| New | +$18K | ﹤0.01% | 403 |
|