Checchi Capital Advisers’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 | $1.34M | Sell |
21,409
-2,097
| -9% | -$132K | 0.08% | 172 |
|
|
2025
Q1 | $1.4M | Buy |
23,506
+684
| +3% | +$40.9K | 0.07% | 165 |
|
|
2024
Q4 | $1.24M | Buy |
22,822
+366
| +2% | +$19.8K | 0.07% | 164 |
|
|
2024
Q3 | $1.03M | Sell |
22,456
-64
| -0.3% | -$2.92K | 0.06% | 196 |
|
|
2024
Q2 | $957K | Sell |
22,520
-163
| -0.7% | -$6.93K | 0.05% | 190 |
|
|
2024
Q1 | $884K | Buy |
22,683
+274
| +1% | +$10.7K | 0.07% | 212 |
|
|
2023
Q4 | $781K | Sell |
22,409
-92
| -0.4% | -$3.2K | 0.06% | 217 |
|
|
2023
Q3 | $758K | Sell |
22,501
-1,251
| -5% | -$42.1K | 0.07% | 207 |
|
|
2023
Q2 | $775K | Buy |
23,752
+908
| +4% | +$29.6K | 0.07% | 205 |
|
|
2023
Q1 | $682K | Buy |
22,844
+425
| +2% | +$12.7K | 0.07% | 218 |
|
|
2022
Q4 | $738K | Buy |
22,419
+1,412
| +7% | +$46.5K | 0.08% | 199 |
|
|
2022
Q3 | $601K | Buy |
21,007
+358
| +2% | +$10.2K | 0.06% | 224 |
|
|
2022
Q2 | $704K | Buy |
20,649
+3,361
| +19% | +$115K | 0.06% | 217 |
|
|
2022
Q1 | $578K | Buy |
17,288
+726
| +4% | +$24.3K | 0.05% | 236 |
|
|
2021
Q4 | $431K | Buy |
16,562
+943
| +6% | +$24.5K | 0.04% | 287 |
|
|
2021
Q3 | $405K | Sell |
15,619
-517
| -3% | -$13.4K | 0.04% | 285 |
|
|
2021
Q2 | $428K | Buy |
16,136
+2,357
| +17% | +$62.5K | 0.04% | 272 |
|
|
2021
Q1 | $326K | Buy |
13,779
+500
| +4% | +$11.8K | 0.03% | 323 |
|
|
2020
Q4 | $266K | Buy |
13,279
+386
| +3% | +$7.73K | 0.03% | 366 |
|
|
2020
Q3 | $253K | Sell |
12,893
-1,725
| -12% | -$33.9K | 0.03% | 340 |
|
|
2020
Q2 | $278K | Sell |
14,618
-1,752
| -11% | -$33.3K | 0.03% | 315 |
|
|
2020
Q1 | $232K | Buy |
+16,370
| New | +$232K | 0.02% | 298 |
|
|
2019
Q3 | – | Sell |
-7,179
| Closed | -$201K | – | 439 |
|
|
2019
Q2 | $201K | Buy |
+7,179
| New | +$201K | 0.03% | 386 |
|
|
2018
Q1 | – | Sell |
-7,619
| Closed | -$232K | – | 420 |
|
|
2017
Q4 | $232K | Buy |
+7,619
| New | +$232K | 0.03% | 351 |
|
|
2017
Q2 | – | Sell |
-7,408
| Closed | -$219K | – | 400 |
|
|
2017
Q1 | $219K | Buy |
7,408
+571
| +8% | +$16.9K | 0.03% | 347 |
|
|
2016
Q4 | $213K | Sell |
6,837
-84
| -1% | -$2.62K | 0.03% | 335 |
|
|
2016
Q3 | $213K | Sell |
6,921
-1,211
| -15% | -$37.3K | 0.02% | 335 |
|
|
2016
Q2 | $176K | Sell |
8,132
-91
| -1% | -$1.97K | 0.02% | 365 |
|
|
2016
Q1 | $132K | Buy |
8,223
+149
| +2% | +$2.39K | 0.03% | 472 |
|
|
2015
Q4 | $208K | Sell |
8,074
-1,464
| -15% | -$37.7K | 0.05% | 313 |
|
|
2015
Q3 | $351K | Buy |
9,538
+245
| +3% | +$9.02K | 0.1% | 182 |
|
|
2015
Q2 | $533K | Sell |
9,293
-324
| -3% | -$18.6K | 0.14% | 135 |
|
|
2015
Q1 | $487K | Buy |
9,617
+1,192
| +14% | +$60.4K | 0.14% | 135 |
|
|
2014
Q4 | $379K | Buy |
8,425
+2,467
| +41% | +$111K | 0.14% | 156 |
|
|
2014
Q3 | $330K | Buy |
5,958
+1,031
| +21% | +$57.1K | 0.14% | 151 |
|
|
2014
Q2 | $287K | Buy |
+4,927
| New | +$287K | 0.13% | 149 |
|