Capital Analysts LLC’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.9M | Buy |
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|
2025
Q2 | $3.61M | Sell |
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|
2025
Q1 | $3.76M | Sell |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $3.56M | Sell |
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|
2024
Q2 | $3.74M | Sell |
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|
2024
Q1 | $3.82M | Sell |
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|
2023
Q4 | $3.55M | Sell |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $4.61M | Buy |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $4.11M | Sell |
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|
2021
Q4 | $3.22M | Sell |
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|
2021
Q3 | $3.21M | Sell |
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|
2021
Q2 | $3.31M | Sell |
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|
2021
Q1 | $3.6M | Buy |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $35K | Buy |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $18K | Sell |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $15K | Hold |
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|
2018
Q3 | $18K | Buy |
|