Creative Planning’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 | $17.8M | Buy |
284,057
+33,011
| +13% | +$2.07M | 0.02% | 364 |
|
|
2025
Q1 | $15M | Buy |
251,046
+33,927
| +16% | +$2.03M | 0.01% | 380 |
|
|
2024
Q4 | $11.8M | Buy |
217,119
+18,073
| +9% | +$978K | 0.01% | 401 |
|
|
2024
Q3 | $9.09M | Buy |
199,046
+17,983
| +10% | +$821K | 0.01% | 466 |
|
|
2024
Q2 | $7.7M | Buy |
181,063
+21,504
| +13% | +$914K | 0.01% | 491 |
|
|
2024
Q1 | $6.22M | Buy |
159,559
+15,119
| +10% | +$589K | 0.01% | 540 |
|
|
2023
Q4 | $5.03M | Buy |
144,440
+10,674
| +8% | +$372K | 0.01% | 563 |
|
|
2023
Q3 | $4.51M | Sell |
133,766
-13,224
| -9% | -$446K | 0.01% | 563 |
|
|
2023
Q2 | $4.8M | Sell |
146,990
-179,958
| -55% | -$5.87M | 0.01% | 534 |
|
|
2023
Q1 | $9.76M | Buy |
326,948
+203,873
| +166% | +$6.09M | 0.01% | 345 |
|
|
2022
Q4 | $4.05M | Buy |
123,075
+2,197
| +2% | +$72.3K | 0.01% | 540 |
|
|
2022
Q3 | $3.46M | Buy |
120,878
+15,194
| +14% | +$435K | 0.01% | 531 |
|
|
2022
Q2 | $3.3M | Buy |
105,684
+14,099
| +15% | +$440K | 0.01% | 561 |
|
|
2022
Q1 | $3.06M | Sell |
91,585
-865
| -0.9% | -$28.9K | ﹤0.01% | 593 |
|
|
2021
Q4 | $2.41M | Sell |
92,450
-20,253
| -18% | -$527K | ﹤0.01% | 635 |
|
|
2021
Q3 | $2.92M | Sell |
112,703
-4,164
| -4% | -$108K | 0.01% | 564 |
|
|
2021
Q2 | $3.1M | Buy |
116,867
+15,687
| +16% | +$417K | 0.01% | 535 |
|
|
2021
Q1 | $2.4M | Buy |
101,180
+23,737
| +31% | +$562K | ﹤0.01% | 642 |
|
|
2020
Q4 | $1.55M | Sell |
77,443
-9,315
| -11% | -$187K | ﹤0.01% | 754 |
|
|
2020
Q3 | $1.71M | Buy |
86,758
+6,363
| +8% | +$125K | ﹤0.01% | 608 |
|
|
2020
Q2 | $1.53M | Sell |
80,395
-247,452
| -75% | -$4.71M | ﹤0.01% | 582 |
|
|
2020
Q1 | $4.64M | Buy |
327,847
+244,443
| +293% | +$3.46M | 0.02% | 269 |
|
|
2019
Q4 | $1.98M | Sell |
83,404
-1,817
| -2% | -$43.1K | 0.01% | 519 |
|
|
2019
Q3 | $2.05M | Buy |
85,221
+556
| +0.7% | +$13.4K | 0.01% | 480 |
|
|
2019
Q2 | $2.37M | Buy |
84,665
+1,479
| +2% | +$41.5K | 0.01% | 449 |
|
|
2019
Q1 | $2.39M | Sell |
83,186
-4,514
| -5% | -$130K | 0.01% | 411 |
|
|
2018
Q4 | $1.93M | Buy |
87,700
+1,296
| +1% | +$28.6K | 0.01% | 429 |
|
|
2018
Q3 | $2.35M | Buy |
86,404
+23,761
| +38% | +$646K | 0.01% | 433 |
|
|
2018
Q2 | $1.7M | Buy |
62,643
+3,155
| +5% | +$85.5K | 0.01% | 511 |
|
|
2018
Q1 | $1.48M | Sell |
59,488
-4,325
| -7% | -$108K | 0.01% | 552 |
|
|
2017
Q4 | $1.95M | Buy |
63,813
+1,012
| +2% | +$30.9K | 0.01% | 465 |
|
|
2017
Q3 | $1.89M | Sell |
62,801
-3,870
| -6% | -$116K | 0.01% | 477 |
|
|
2017
Q2 | $2.02M | Sell |
66,671
-3,397
| -5% | -$103K | 0.01% | 432 |
|
|
2017
Q1 | $2.07M | Sell |
70,068
-371
| -0.5% | -$11K | 0.01% | 409 |
|
|
2016
Q4 | $2.19M | Sell |
70,439
-10,782
| -13% | -$336K | 0.01% | 379 |
|
|
2016
Q3 | $2.5M | Buy |
81,221
+6,085
| +8% | +$187K | 0.02% | 328 |
|
|
2016
Q2 | $1.63M | Sell |
75,136
-3,852
| -5% | -$83.3K | 0.01% | 388 |
|
|
2016
Q1 | $1.27M | Buy |
78,988
+9,315
| +13% | +$150K | 0.01% | 432 |
|
|
2015
Q4 | $1.79M | Sell |
69,673
-10,705
| -13% | -$275K | 0.01% | 339 |
|
|
2015
Q3 | $2.96M | Buy |
80,378
+18,267
| +29% | +$673K | 0.03% | 222 |
|
|
2015
Q2 | $3.57M | Buy |
62,111
+7,031
| +13% | +$404K | 0.03% | 193 |
|
|
2015
Q1 | $2.79M | Sell |
55,080
-1,473
| -3% | -$74.5K | 0.03% | 222 |
|
|
2014
Q4 | $2.54M | Buy |
56,553
+5,289
| +10% | +$238K | 0.03% | 223 |
|
|
2014
Q3 | $2.84M | Buy |
51,264
+5,718
| +13% | +$316K | 0.03% | 188 |
|
|
2014
Q2 | $2.65M | Sell |
45,546
-742
| -2% | -$43.2K | 0.03% | 189 |
|
|
2014
Q1 | $1.88M | Sell |
46,288
-2,832
| -6% | -$115K | 0.03% | 207 |
|
|
2013
Q4 | $1.9M | Buy |
49,120
+10,907
| +29% | +$421K | 0.03% | 191 |
|
|
2013
Q3 | $1.39M | Sell |
38,213
-483
| -1% | -$17.6K | 0.03% | 207 |
|
|
2013
Q2 | $1.26M | Buy |
+38,696
| New | +$1.26M | 0.03% | 200 |
|