Evoke 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 | $1.09M | Buy |
17,367
+3,450
| +25% | +$217K | 0.03% | 219 |
|
|
2025
Q1 | $832K | Buy |
13,917
+152
| +1% | +$9.08K | 0.02% | 215 |
|
|
2024
Q4 | $745K | Buy |
13,765
+217
| +2% | +$11.7K | 0.02% | 209 |
|
|
2024
Q3 | $618K | Buy |
+13,548
| New | +$618K | 0.02% | 227 |
|
|
2024
Q2 | – | Sell |
-13,928
| Closed | -$543K | – | 398 |
|
|
2024
Q1 | $543K | Buy |
+13,928
| New | +$543K | 0.02% | 236 |
|
|
2023
Q4 | – | Sell |
-9,602
| Closed | -$323K | – | 370 |
|
|
2023
Q3 | $323K | Buy |
9,602
+707
| +8% | +$23.8K | 0.01% | 285 |
|
|
2023
Q2 | $290K | Buy |
8,895
+916
| +11% | +$29.9K | 0.01% | 294 |
|
|
2023
Q1 | $238K | Buy |
7,979
+288
| +4% | +$8.6K | 0.01% | 303 |
|
|
2022
Q4 | $253K | Buy |
7,691
+14
| +0.2% | +$461 | 0.01% | 308 |
|
|
2022
Q3 | $220K | Sell |
7,677
-321
| -4% | -$9.2K | 0.01% | 301 |
|
|
2022
Q2 | $250K | Sell |
7,998
-926
| -10% | -$28.9K | 0.01% | 287 |
|
|
2022
Q1 | $298K | Sell |
8,924
-982
| -10% | -$32.8K | 0.01% | 297 |
|
|
2021
Q4 | $258K | Buy |
9,906
+837
| +9% | +$21.8K | 0.01% | 331 |
|
|
2021
Q3 | $235K | Buy |
9,069
+8,240
| +994% | +$214K | 0.01% | 322 |
|
|
2021
Q2 | $22K | Sell |
829
-201
| -20% | -$5.33K | ﹤0.01% | 642 |
|
|
2021
Q1 | $24K | Buy |
1,030
+192
| +23% | +$4.47K | ﹤0.01% | 561 |
|
|
2020
Q4 | $17K | Buy |
838
+247
| +42% | +$5.01K | ﹤0.01% | 519 |
|
|
2020
Q3 | $12K | Sell |
591
-49
| -8% | -$995 | ﹤0.01% | 537 |
|
|
2020
Q2 | $12K | Sell |
640
-1,507
| -70% | -$28.3K | ﹤0.01% | 532 |
|
|
2020
Q1 | $30.4K | Sell |
2,147
-11,906
| -85% | -$168K | ﹤0.01% | 383 |
|
|
2019
Q4 | $333K | Sell |
14,053
-12,680
| -47% | -$301K | 0.04% | 162 |
|
|
2019
Q3 | $643K | Buy |
+26,733
| New | +$643K | 0.08% | 128 |
|