Founders Financial Securities’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 | $2.74M | Buy |
43,641
+1,561
| +4% | +$98K | 0.21% | 100 |
|
|
2025
Q1 | $2.51M | Sell |
42,080
-4,473
| -10% | -$267K | 0.21% | 101 |
|
|
2024
Q4 | $2.52M | Sell |
46,553
-10,143
| -18% | -$549K | 0.23% | 84 |
|
|
2024
Q3 | $2.59M | Buy |
56,696
+447
| +0.8% | +$20.4K | 0.24% | 84 |
|
|
2024
Q2 | $2.39M | Buy |
56,249
+2,177
| +4% | +$92.5K | 0.23% | 88 |
|
|
2024
Q1 | $2.11M | Buy |
54,072
+2,769
| +5% | +$108K | 0.22% | 91 |
|
|
2023
Q4 | $1.79M | Sell |
51,303
-4,719
| -8% | -$164K | 0.2% | 98 |
|
|
2023
Q3 | $1.89M | Buy |
56,022
+2,947
| +6% | +$99.3K | 0.24% | 81 |
|
|
2023
Q2 | $1.73M | Buy |
53,075
+7,381
| +16% | +$241K | 0.23% | 85 |
|
|
2023
Q1 | $1.36M | Buy |
45,694
+4,531
| +11% | +$135K | 0.2% | 103 |
|
|
2022
Q4 | $1.35M | Buy |
41,163
+3,826
| +10% | +$126K | 0.21% | 96 |
|
|
2022
Q3 | $1.07M | Buy |
37,337
+1,170
| +3% | +$33.5K | 0.19% | 112 |
|
|
2022
Q2 | $1.13M | Buy |
36,167
+2,781
| +8% | +$86.8K | 0.22% | 91 |
|
|
2022
Q1 | $1.12M | Buy |
33,386
+2,220
| +7% | +$74.1K | 0.2% | 107 |
|
|
2021
Q4 | $812K | Buy |
31,166
+1,045
| +3% | +$27.2K | 0.15% | 125 |
|
|
2021
Q3 | $781K | Buy |
30,121
+5,272
| +21% | +$137K | 0.16% | 121 |
|
|
2021
Q2 | $660K | Buy |
24,849
+2,331
| +10% | +$61.9K | 0.13% | 147 |
|
|
2021
Q1 | $533K | Buy |
22,518
+2,951
| +15% | +$69.9K | 0.12% | 146 |
|
|
2020
Q4 | $392K | Buy |
19,567
+2,986
| +18% | +$59.8K | 0.09% | 146 |
|
|
2020
Q3 | $326K | Buy |
16,581
+1,484
| +10% | +$29.2K | 0.1% | 119 |
|
|
2020
Q2 | $287K | Buy |
15,097
+3,817
| +34% | +$72.6K | 0.09% | 130 |
|
|
2020
Q1 | $160K | Buy |
+11,280
| New | +$160K | 0.06% | 123 |
|