Carolinas Wealth Consulting’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 | – | Sell |
-1,397
| Closed | -$83.5K | – | 966 |
|
|
2025
Q1 | $83.5K | Buy |
1,397
+364
| +35% | +$21.8K | 0.02% | 274 |
|
|
2024
Q4 | $55.9K | Buy |
1,033
+7
| +0.7% | +$379 | 0.01% | 343 |
|
|
2024
Q3 | $46.8K | Buy |
1,026
+837
| +443% | +$38.2K | 0.01% | 376 |
|
|
2024
Q2 | $8.03K | Buy |
189
+15
| +9% | +$638 | ﹤0.01% | 589 |
|
|
2024
Q1 | $6.78K | Buy |
174
+39
| +29% | +$1.52K | ﹤0.01% | 611 |
|
|
2023
Q4 | $4.7K | Sell |
135
-86
| -39% | -$3K | ﹤0.01% | 634 |
|
|
2023
Q3 | $7.6K | Buy |
221
+1
| +0.5% | +$34 | ﹤0.01% | 554 |
|
|
2023
Q2 | $7.18K | Buy |
220
+64
| +41% | +$2.09K | ﹤0.01% | 635 |
|
|
2023
Q1 | $4.66K | Sell |
156
-32
| -17% | -$955 | ﹤0.01% | 694 |
|
|
2022
Q4 | $6.19K | Buy |
188
+32
| +21% | +$1.05K | ﹤0.01% | 671 |
|
|
2022
Q3 | $4K | Hold |
156
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $5K | Buy |
156
+15
| +11% | +$481 | ﹤0.01% | 708 |
|
|
2021
Q4 | $4K | Buy |
141
+13
| +10% | +$369 | ﹤0.01% | 750 |
|
|
2021
Q3 | $3K | Hold |
128
| – | – | ﹤0.01% | 762 |
|
|
2021
Q2 | $3K | Buy |
128
+58
| +83% | +$1.36K | ﹤0.01% | 782 |
|
|
2021
Q1 | $2K | Sell |
70
-1,177
| -94% | -$33.6K | ﹤0.01% | 839 |
|
|
2020
Q4 | $25K | Sell |
1,247
-175
| -12% | -$3.51K | 0.01% | 443 |
|
|
2020
Q3 | $28K | Buy |
1,422
+220
| +18% | +$4.33K | 0.01% | 358 |
|
|
2020
Q2 | $23K | Buy |
+1,202
| New | +$23K | 0.01% | 276 |
|