Clearstead Advisors’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 | $914K | Buy |
14,545
+2,964
| +26% | +$186K | 0.01% | 467 |
|
|
2025
Q1 | $692K | Sell |
11,581
-779
| -6% | -$46.6K | 0.01% | 491 |
|
|
2024
Q4 | $669K | Buy |
12,360
+266
| +2% | +$14.4K | 0.01% | 494 |
|
|
2024
Q3 | $552K | Buy |
12,094
+230
| +2% | +$10.5K | 0.01% | 546 |
|
|
2024
Q2 | $504K | Buy |
11,864
+9,433
| +388% | +$401K | 0.01% | 535 |
|
|
2024
Q1 | $96.4K | Sell |
2,431
-188
| -7% | -$7.46K | ﹤0.01% | 615 |
|
|
2023
Q4 | $91.2K | Sell |
2,619
-2,581
| -50% | -$89.9K | ﹤0.01% | 602 |
|
|
2023
Q3 | $175K | Buy |
5,200
+4,303
| +480% | +$145K | 0.01% | 598 |
|
|
2023
Q2 | $29.3K | Buy |
897
+573
| +177% | +$18.7K | ﹤0.01% | 835 |
|
|
2023
Q1 | $9.68K | Sell |
324
-98
| -23% | -$2.93K | ﹤0.01% | 954 |
|
|
2022
Q4 | $13.9K | Sell |
422
-609
| -59% | -$20K | ﹤0.01% | 865 |
|
|
2022
Q3 | $30K | Buy |
1,031
+104
| +11% | +$3.03K | ﹤0.01% | 701 |
|
|
2022
Q2 | $29K | Buy |
927
+92
| +11% | +$2.88K | ﹤0.01% | 728 |
|
|
2022
Q1 | $28K | Buy |
+835
| New | +$28K | ﹤0.01% | 791 |
|
|
2021
Q3 | – | Sell |
-106
| Closed | -$3K | – | 1403 |
|
|
2021
Q2 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 994 |
|
|
2019
Q3 | – | Sell |
-8,112
| Closed | -$227K | – | 276 |
|
|
2019
Q2 | $227K | Sell |
8,112
-2,550
| -24% | -$71.4K | 0.03% | 251 |
|
|
2019
Q1 | $306K | Buy |
10,662
+938
| +10% | +$26.9K | 0.04% | 207 |
|
|
2018
Q4 | $214K | Buy |
+9,724
| New | +$214K | 0.03% | 234 |
|