Carson Wealth (CWM LLC)’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Buy |
92,116
+21,592
| +31% | +$1.36M | 0.02% | 544 |
|
|
2025
Q1 | $4.22M | Buy |
70,524
+6,701
| +10% | +$400K | 0.02% | 577 |
|
|
2024
Q4 | $3.45M | Buy |
63,823
+6,859
| +12% | +$371K | 0.01% | 576 |
|
|
2024
Q3 | $2.6M | Buy |
56,964
+93
| +0.2% | +$4.25K | 0.01% | 619 |
|
|
2024
Q2 | $2.42M | Buy |
56,871
+2,236
| +4% | +$95K | 0.01% | 590 |
|
|
2024
Q1 | $2.13M | Sell |
54,635
-325
| -0.6% | -$12.7K | 0.01% | 602 |
|
|
2023
Q4 | $1.91M | Buy |
54,960
+8,426
| +18% | +$293K | 0.01% | 584 |
|
|
2023
Q3 | $1.57M | Buy |
46,534
+5,133
| +12% | +$173K | 0.01% | 603 |
|
|
2023
Q2 | $1.35M | Buy |
41,401
+5,325
| +15% | +$174K | 0.01% | 613 |
|
|
2023
Q1 | $1.08M | Buy |
36,076
+7,455
| +26% | +$223K | 0.01% | 645 |
|
|
2022
Q4 | $942K | Buy |
28,621
+1,120
| +4% | +$36.9K | 0.01% | 634 |
|
|
2022
Q3 | $787K | Buy |
27,501
+1,271
| +5% | +$36.4K | 0.01% | 615 |
|
|
2022
Q2 | $819K | Buy |
26,230
+2,002
| +8% | +$62.5K | 0.01% | 606 |
|
|
2022
Q1 | $809K | Sell |
24,228
-115
| -0.5% | -$3.84K | 0.01% | 613 |
|
|
2021
Q4 | $634K | Buy |
+24,343
| New | +$634K | ﹤0.01% | 667 |
|
|
2021
Q2 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2021
Q1 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2020
Q4 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2020
Q2 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2020
Q1 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2019
Q4 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2019
Q3 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2019
Q2 | $615K | Hold |
23,170
| – | – | ﹤0.01% | 640 |
|
|
2019
Q1 | $615K | Buy |
23,170
+16,816
| +265% | +$446K | ﹤0.01% | 640 |
|
|
2018
Q4 | $140K | Buy |
6,354
+320
| +5% | +$7.05K | ﹤0.01% | 667 |
|
|
2018
Q3 | $164K | Sell |
6,034
-436
| -7% | -$11.9K | ﹤0.01% | 544 |
|
|
2018
Q2 | $175K | Buy |
6,470
+1,561
| +32% | +$42.2K | 0.01% | 443 |
|
|
2018
Q1 | $122K | Buy |
4,909
+12
| +0.2% | +$298 | ﹤0.01% | 423 |
|
|
2017
Q4 | $149K | Buy |
4,897
+2
| +0% | +$61 | 0.01% | 376 |
|
|
2017
Q3 | $147K | Buy |
4,895
+2
| +0% | +$60 | 0.01% | 359 |
|
|
2017
Q2 | $148K | Buy |
4,893
+3,672
| +301% | +$111K | 0.01% | 339 |
|
|
2017
Q1 | $36K | Buy |
1,221
+229
| +23% | +$6.75K | ﹤0.01% | 511 |
|
|
2016
Q4 | $31K | Buy |
992
+803
| +425% | +$25.1K | ﹤0.01% | 516 |
|
|
2016
Q3 | $6K | Buy |
189
+1
| +0.5% | +$32 | ﹤0.01% | 803 |
|
|
2016
Q2 | $4K | Buy |
188
+5
| +3% | +$106 | ﹤0.01% | 662 |
|
|
2016
Q1 | $3K | Sell |
183
-568
| -76% | -$9.31K | ﹤0.01% | 660 |
|
|
2015
Q4 | $19K | Sell |
751
-77,062
| -99% | -$1.95M | ﹤0.01% | 400 |
|
|
2015
Q3 | $2.87M | Buy |
77,813
+11,781
| +18% | +$434K | 0.29% | 108 |
|
|
2015
Q2 | $3.79M | Buy |
66,032
+8,214
| +14% | +$471K | 0.36% | 100 |
|
|
2015
Q1 | $2.93M | Sell |
57,818
-4,346
| -7% | -$220K | 0.3% | 113 |
|
|
2014
Q4 | $2.79M | Buy |
62,164
+10,602
| +21% | +$477K | 0.34% | 110 |
|
|
2014
Q3 | $2.85M | Buy |
51,562
+19,501
| +61% | +$1.08M | 0.41% | 78 |
|
|
2014
Q2 | $1.87M | Buy |
32,061
+6,361
| +25% | +$370K | 0.33% | 89 |
|
|
2014
Q1 | $1.04M | Sell |
25,700
-7,000
| -21% | -$284K | 0.14% | 94 |
|
|
2013
Q4 | $1.26M | Buy |
32,700
+20,100
| +160% | +$775K | 0.2% | 78 |
|
|
2013
Q3 | $458K | Buy |
+12,600
| New | +$458K | 0.12% | 116 |
|