CKW Financial Group’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 |
-2,100
| Closed | -$114K | – | 261 |
|
|
2024
Q4 | $114K | Hold |
2,100
| – | – | 0.01% | 84 |
|
|
2024
Q3 | $97K | Sell |
2,100
-300
| -13% | -$13.9K | 0.01% | 95 |
|
|
2024
Q2 | $102K | Hold |
2,400
| – | – | 0.01% | 89 |
|
|
2024
Q1 | $93K | Hold |
2,400
| – | – | 0.01% | 104 |
|
|
2023
Q4 | $84K | Hold |
2,400
| – | – | 0.01% | 109 |
|
|
2023
Q3 | $81K | Hold |
2,400
| – | – | 0.01% | 97 |
|
|
2023
Q2 | $78K | Sell |
2,400
-1,700
| -41% | -$55.3K | 0.01% | 108 |
|
|
2023
Q1 | $122K | Hold |
4,100
| – | – | 0.02% | 61 |
|
|
2022
Q4 | $135K | Hold |
4,100
| – | – | 0.02% | 55 |
|
|
2022
Q3 | $117K | Hold |
4,100
| – | – | 0.02% | 65 |
|
|
2022
Q2 | $128K | Sell |
4,100
-300
| -7% | -$9.37K | 0.02% | 61 |
|
|
2022
Q1 | $149K | Buy |
4,400
+1,200
| +38% | +$40.6K | 0.02% | 64 |
|
|
2021
Q4 | $80K | Hold |
3,200
| – | – | 0.01% | 96 |
|
|
2021
Q3 | $84K | Hold |
3,200
| – | – | 0.01% | 91 |
|
|
2021
Q2 | $86K | Hold |
3,200
| – | – | 0.01% | 89 |
|
|
2021
Q1 | $76K | Buy |
3,200
+800
| +33% | +$19K | 0.01% | 84 |
|
|
2020
Q4 | $48K | Sell |
2,400
-400
| -14% | -$8K | 0.01% | 102 |
|
|
2020
Q3 | $53K | Buy |
2,800
+800
| +40% | +$15.1K | 0.01% | 90 |
|
|
2020
Q2 | $38K | Buy |
+2,000
| New | +$38K | 0.01% | 99 |
|