Checchi Capital Advisers’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.5M | Buy |
20,567
+651
| +3% | +$45.1K | 0.08% | 166 |
|
|
2025
Q4 | $1.2M | Sell |
19,916
-454
| -2% | -$27.4K | 0.06% | 176 |
|
|
2025
Q3 | $1.29M | Sell |
20,370
-1,039
| -5% | -$61K | 0.07% | 163 |
|
|
2025
Q2 | $1.34M | Sell |
21,409
-2,097
| -9% | -$124K | 0.08% | 176 |
|
|
2025
Q1 | $1.4M | Buy |
23,506
+684
| +3% | +$39.2K | 0.07% | 168 |
|
|
2024
Q4 | $1.24M | Buy |
22,822
+366
| +2% | +$19.7K | 0.07% | 168 |
|
|
2024
Q3 | $1.03M | Sell |
22,456
-64
| -0.3% | -$2.81K | 0.06% | 200 |
|
|
2024
Q2 | $957K | Sell |
22,520
-163
| -0.7% | -$6.54K | 0.05% | 193 |
|
|
2024
Q1 | $884K | Buy |
22,683
+274
| +1% | +$9.73K | 0.07% | 212 |
|
|
2023
Q4 | $781K | Sell |
22,409
-92
| -0.4% | -$3.23K | 0.06% | 218 |
|
|
2023
Q3 | $758K | Sell |
22,501
-1,251
| -5% | -$42.7K | 0.07% | 207 |
|
|
2023
Q2 | $775K | Buy |
23,752
+908
| +4% | +$27.3K | 0.07% | 205 |
|
|
2023
Q1 | $682K | Buy |
22,844
+425
| +2% | +$13.1K | 0.07% | 218 |
|
|
2022
Q4 | $738K | Buy |
22,419
+1,412
| +7% | +$46K | 0.08% | 199 |
|
|
2022
Q3 | $601K | Buy |
21,007
+358
| +2% | +$11.7K | 0.06% | 228 |
|
|
2022
Q2 | $704K | Buy |
20,649
+3,361
| +19% | +$116K | 0.06% | 221 |
|
|
2022
Q1 | $578K | Buy |
17,288
+726
| +4% | +$22.2K | 0.05% | 240 |
|
|
2021
Q4 | $431K | Buy |
16,562
+943
| +6% | +$26.1K | 0.04% | 292 |
|
|
2021
Q3 | $405K | Sell |
15,619
-517
| -3% | -$13K | 0.04% | 290 |
|
|
2021
Q2 | $428K | Buy |
16,136
+2,357
| +17% | +$60.4K | 0.04% | 279 |
|
|
2021
Q1 | $326K | Buy |
13,779
+500
| +4% | +$11.4K | 0.03% | 330 |
|
|
2020
Q4 | $266K | Buy |
13,279
+386
| +3% | +$7.83K | 0.03% | 375 |
|
|
2020
Q3 | $253K | Sell |
12,893
-1,725
| -12% | -$35.1K | 0.03% | 347 |
|
|
2020
Q2 | $278K | Sell |
14,618
-1,752
| -11% | -$32.6K | 0.03% | 323 |
|
|
2020
Q1 | $232K | Buy |
+16,370
| New | +$317K | 0.02% | 307 |
|
|
2019
Q3 | – | Sell |
-7,179
| Closed | -$201K | – | 448 |
|
|
2019
Q2 | $201K | Buy |
+7,179
| New | +$199K | 0.03% | 394 |
|
|
2018
Q1 | – | Sell |
-7,619
| Closed | -$232K | – | 430 |
|
|
2017
Q4 | $232K | Buy |
+7,619
| New | +$222K | 0.03% | 359 |
|
|
2017
Q2 | – | Sell |
-7,408
| Closed | -$219K | – | 407 |
|
|
2017
Q1 | $219K | Buy |
7,408
+571
| +8% | +$16.5K | 0.03% | 355 |
|
|
2016
Q4 | $213K | Sell |
6,837
-84
| -1% | -$2.53K | 0.03% | 342 |
|
|
2016
Q3 | $213K | Sell |
6,921
-1,211
| -15% | -$32.1K | 0.02% | 344 |
|
|
2016
Q2 | $176K | Sell |
8,132
-91
| -1% | -$1.83K | 0.02% | 374 |
|
|
2016
Q1 | $132K | Buy |
8,223
+149
| +2% | +$2.56K | 0.03% | 479 |
|
|
2015
Q4 | $208K | Sell |
8,074
-1,464
| -15% | -$51.2K | 0.05% | 317 |
|
|
2015
Q3 | $351K | Buy |
9,538
+245
| +3% | +$12.2K | 0.1% | 187 |
|
|
2015
Q2 | $533K | Sell |
9,293
-324
| -3% | -$16.7K | 0.14% | 140 |
|
|
2015
Q1 | $487K | Buy |
9,617
+1,192
| +14% | +$55.3K | 0.14% | 139 |
|
|
2014
Q4 | $379K | Buy |
8,425
+2,467
| +41% | +$126K | 0.14% | 158 |
|
|
2014
Q3 | $330K | Buy |
5,958
+1,031
| +21% | +$59.2K | 0.14% | 152 |
|
|
2014
Q2 | $287K | Buy |
+4,927
| New | +$228K | 0.13% | 149 |
|
Other funds holding WMB
VCM
VPM
Checchi Capital Advisers's WMB Position: Q1 2026 in Review
Checchi Capital Advisers increased its Williams Companies (WMB) stake by 3.3% in Q1 2026, buying an estimated $45.1K and bringing the position to 20,567 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #166.
Checchi Capital Advisers first reported a position in WMB in Q2 2014 and has held it in 39 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Checchi Capital Advisers held 20,567 shares of Williams Companies worth $1.5M as of Q1 2026.
- Checchi Capital Advisers bought 651 Williams Companies shares in Q1 2026, an estimated $45.1K.
- Williams Companies made up 0.08% of Checchi Capital Advisers's portfolio in Q1 2026, its #166 holding.
- Checchi Capital Advisers first reported a position in Williams Companies in Q2 2014 and has held it in 39 quarters since.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.