Concord Wealth Partners’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 | $31.4K | Hold |
500
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $29.9K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $27.1K | Sell |
500
-78
| -13% | -$4.22K | ﹤0.01% | 413 |
|
|
2024
Q3 | $26.4K | Buy |
578
+78
| +16% | +$3.56K | ﹤0.01% | 431 |
|
|
2024
Q2 | $21.3K | Hold |
500
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $19.5K | Sell |
500
-137
| -22% | -$5.34K | ﹤0.01% | 489 |
|
|
2023
Q4 | $22.2K | Buy |
637
+137
| +27% | +$4.77K | ﹤0.01% | 465 |
|
|
2023
Q3 | $16.8K | Sell |
500
-157
| -24% | -$5.29K | ﹤0.01% | 533 |
|
|
2023
Q2 | $21.4K | Buy |
657
+157
| +31% | +$5.12K | ﹤0.01% | 496 |
|
|
2023
Q1 | $14.9K | Sell |
500
-383
| -43% | -$11.4K | ﹤0.01% | 539 |
|
|
2022
Q4 | $29.1K | Buy |
+883
| New | +$29.1K | 0.01% | 470 |
|
|
2022
Q3 | – | Sell |
-226
| Closed | -$7K | – | 1166 |
|
|
2022
Q2 | $7K | Sell |
226
-92
| -29% | -$2.85K | ﹤0.01% | 762 |
|
|
2022
Q1 | $11K | Hold |
318
| – | – | ﹤0.01% | 767 |
|
|
2021
Q4 | $8K | Buy |
318
+281
| +759% | +$7.07K | ﹤0.01% | 846 |
|
|
2021
Q3 | $1K | Sell |
37
-92
| -71% | -$2.49K | ﹤0.01% | 876 |
|
|
2021
Q2 | $3K | Sell |
129
-363
| -74% | -$8.44K | ﹤0.01% | 850 |
|
|
2021
Q1 | $12K | Buy |
492
+78
| +19% | +$1.9K | ﹤0.01% | 564 |
|
|
2020
Q4 | $8K | Buy |
+414
| New | +$8K | 0.01% | 378 |
|