CreativeOne Wealth’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 | $2.32M | Buy |
36,925
+4,837
| +15% | +$304K | 0.06% | 303 |
|
|
2025
Q1 | $1.92M | Sell |
32,088
-6,275
| -16% | -$375K | 0.06% | 314 |
|
|
2024
Q4 | $2.08M | Buy |
38,363
+13,448
| +54% | +$728K | 0.06% | 284 |
|
|
2024
Q3 | $1.14M | Buy |
24,915
+12,647
| +103% | +$577K | 0.04% | 399 |
|
|
2024
Q2 | $521K | Buy |
12,268
+1,055
| +9% | +$44.8K | 0.03% | 465 |
|
|
2024
Q1 | $437K | Buy |
+11,213
| New | +$437K | 0.02% | 603 |
|
|
2023
Q3 | – | Sell |
-9,583
| Closed | -$313K | – | 832 |
|
|
2023
Q2 | $313K | Sell |
9,583
-568
| -6% | -$18.6K | 0.01% | 634 |
|
|
2023
Q1 | $303K | Buy |
10,151
+777
| +8% | +$23.2K | 0.02% | 633 |
|
|
2022
Q4 | $308K | Buy |
+9,374
| New | +$308K | 0.02% | 563 |
|
|
2022
Q3 | – | Sell |
-6,835
| Closed | -$213K | – | 776 |
|
|
2022
Q2 | $213K | Sell |
6,835
-1,208
| -15% | -$37.6K | 0.01% | 660 |
|
|
2022
Q1 | $269K | Buy |
+8,043
| New | +$269K | 0.01% | 614 |
|
|
2021
Q4 | – | Sell |
-8,147
| Closed | -$211K | – | 799 |
|
|
2021
Q3 | $211K | Buy |
+8,147
| New | +$211K | 0.01% | 651 |
|