CarsonAllaria Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,293
| Closed | -$124K | – | 375 |
|
|
2024
Q4 | $124K | Sell |
2,293
-3,203
| -58% | -$173K | 0.07% | 88 |
|
|
2024
Q3 | $251K | Sell |
5,496
-944
| -15% | -$43.1K | 0.14% | 57 |
|
|
2024
Q2 | $274K | Sell |
6,440
-1,202
| -16% | -$51.1K | 0.17% | 49 |
|
|
2024
Q1 | $298K | Sell |
7,642
-1,663
| -18% | -$64.8K | 0.19% | 46 |
|
|
2023
Q4 | $324K | Sell |
9,305
-468
| -5% | -$16.3K | 0.23% | 44 |
|
|
2023
Q3 | $329K | Sell |
9,773
-3
| -0% | -$101 | 0.27% | 43 |
|
|
2023
Q2 | $319K | Buy |
9,776
+77
| +0.8% | +$2.51K | 0.25% | 49 |
|
|
2023
Q1 | $290K | Buy |
9,699
+5
| +0.1% | +$149 | 0.24% | 48 |
|
|
2022
Q4 | $319K | Buy |
9,694
+21
| +0.2% | +$691 | 0.28% | 44 |
|
|
2022
Q3 | $277K | Sell |
9,673
-393
| -4% | -$11.3K | 0.26% | 49 |
|
|
2022
Q2 | $314K | Buy |
10,066
+112
| +1% | +$3.49K | 0.29% | 43 |
|
|
2022
Q1 | $333K | Sell |
9,954
-304
| -3% | -$10.2K | 0.3% | 43 |
|
|
2021
Q4 | $267K | Buy |
+10,258
| New | +$267K | 0.24% | 51 |
|