Creative Financial Designs’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 | $87.5K | Buy |
1,393
+447
| +47% | +$28.1K | 0.01% | 702 |
|
|
2025
Q1 | $56.6K | Sell |
946
-27
| -3% | -$1.61K | ﹤0.01% | 789 |
|
|
2024
Q4 | $52.7K | Buy |
973
+301
| +45% | +$16.3K | ﹤0.01% | 776 |
|
|
2024
Q3 | $30.7K | Hold |
672
| – | – | ﹤0.01% | 925 |
|
|
2024
Q2 | $28.6K | Sell |
672
-154
| -19% | -$6.55K | ﹤0.01% | 913 |
|
|
2024
Q1 | $32.2K | Sell |
826
-1,203
| -59% | -$46.9K | ﹤0.01% | 853 |
|
|
2023
Q4 | $70.7K | Buy |
2,029
+1,757
| +646% | +$61.2K | 0.01% | 601 |
|
|
2023
Q3 | $9.16K | Buy |
272
+107
| +65% | +$3.61K | ﹤0.01% | 1050 |
|
|
2023
Q2 | $5.38K | Hold |
165
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q1 | $4.93K | Hold |
165
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q4 | $5.43K | Hold |
165
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q3 | $5K | Hold |
165
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q4 | $4K | Sell |
165
-162
| -50% | -$3.93K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $8K | Hold |
327
| – | – | ﹤0.01% | 1075 |
|
|
2021
Q2 | $9K | Buy |
327
+165
| +102% | +$4.54K | ﹤0.01% | 1054 |
|
|
2021
Q1 | $4K | Hold |
162
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q4 | $3K | Hold |
162
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q3 | $3K | Hold |
162
| – | – | ﹤0.01% | 1059 |
|
|
2020
Q2 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 990 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 666 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$1K | – | 771 |
|
|
2018
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 722 |
|
|
2018
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 734 |
|
|
2017
Q1 | – | Sell |
-2,008
| Closed | -$63K | – | 866 |
|
|
2016
Q4 | $63K | Buy |
+2,008
| New | +$63K | 0.05% | 209 |
|