Drive Wealth Management’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 | $239K | Buy |
3,806
+77
| +2% | +$4.84K | 0.05% | 281 |
|
|
2025
Q1 | $223K | Sell |
3,729
-91
| -2% | -$5.44K | 0.05% | 276 |
|
|
2024
Q4 | $207K | Buy |
+3,820
| New | +$207K | 0.05% | 306 |
|
|
2024
Q1 | – | Sell |
-6,796
| Closed | -$237K | – | 342 |
|
|
2023
Q4 | $237K | Sell |
6,796
-4,986
| -42% | -$174K | 0.08% | 245 |
|
|
2023
Q3 | $397K | Sell |
11,782
-5,244
| -31% | -$177K | 0.14% | 135 |
|
|
2023
Q2 | $555K | Sell |
17,026
-2,921
| -15% | -$95.3K | 0.21% | 106 |
|
|
2023
Q1 | $596K | Sell |
19,947
-2,093
| -9% | -$62.5K | 0.25% | 97 |
|
|
2022
Q4 | $725K | Buy |
22,040
+13,015
| +144% | +$428K | 0.36% | 65 |
|
|
2022
Q3 | $258K | Sell |
9,025
-2,982
| -25% | -$85.2K | 0.25% | 118 |
|
|
2022
Q2 | $375K | Buy |
12,007
+173
| +1% | +$5.4K | 0.34% | 87 |
|
|
2022
Q1 | $395K | Buy |
11,834
+2,222
| +23% | +$74.2K | 0.33% | 83 |
|
|
2021
Q4 | $250K | Buy |
+9,612
| New | +$250K | 0.22% | 119 |
|