Geneos 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 | $1.41M | Sell |
22,473
-25,960
| -54% | -$1.63M | 0.03% | 447 |
|
|
2025
Q1 | $2.89M | Buy |
48,433
+23,822
| +97% | +$1.42M | 0.04% | 403 |
|
|
2024
Q4 | $1.33M | Sell |
24,611
-1,593
| -6% | -$86.2K | 0.05% | 354 |
|
|
2024
Q3 | $1.2M | Buy |
26,204
+4,727
| +22% | +$216K | 0.05% | 367 |
|
|
2024
Q2 | $913K | Buy |
21,477
+261
| +1% | +$11.1K | 0.04% | 377 |
|
|
2024
Q1 | $827K | Sell |
21,216
-145
| -0.7% | -$5.65K | 0.04% | 385 |
|
|
2023
Q4 | $744K | Sell |
21,361
-4,646
| -18% | -$162K | 0.04% | 385 |
|
|
2023
Q3 | $876K | Buy |
26,007
+2,118
| +9% | +$71.4K | 0.05% | 338 |
|
|
2023
Q2 | $780K | Buy |
23,889
+222
| +0.9% | +$7.24K | 0.04% | 363 |
|
|
2023
Q1 | $707K | Sell |
23,667
-372
| -2% | -$11.1K | 0.04% | 371 |
|
|
2022
Q4 | $791K | Sell |
24,039
-1,083
| -4% | -$35.6K | 0.05% | 318 |
|
|
2022
Q3 | $719K | Sell |
25,122
-5,863
| -19% | -$168K | 0.05% | 315 |
|
|
2022
Q2 | $969K | Buy |
30,985
+775
| +3% | +$24.2K | 0.05% | 330 |
|
|
2022
Q1 | $1.01M | Buy |
30,210
+1,612
| +6% | +$53.8K | 0.04% | 353 |
|
|
2021
Q4 | $744K | Buy |
28,598
+4,004
| +16% | +$104K | 0.03% | 476 |
|
|
2021
Q3 | $649K | Buy |
24,594
+1,419
| +6% | +$37.4K | 0.02% | 504 |
|
|
2021
Q2 | $624K | Buy |
23,175
+2,036
| +10% | +$54.8K | 0.02% | 503 |
|
|
2021
Q1 | $514K | Buy |
21,139
+2,684
| +15% | +$65.3K | 0.01% | 631 |
|
|
2020
Q4 | $435K | Buy |
18,455
+7,994
| +76% | +$188K | 0.02% | 577 |
|
|
2020
Q3 | $209K | Buy |
10,461
+183
| +2% | +$3.66K | 0.01% | 676 |
|
|
2020
Q2 | $190K | Buy |
10,278
+971
| +10% | +$18K | 0.01% | 690 |
|
|
2020
Q1 | $129K | Sell |
9,307
-628
| -6% | -$8.7K | 0.01% | 754 |
|
|
2019
Q4 | $234K | Buy |
9,935
+82
| +0.8% | +$1.93K | 0.01% | 647 |
|
|
2019
Q3 | $238K | Sell |
9,853
-191
| -2% | -$4.61K | 0.01% | 596 |
|
|
2019
Q2 | $281K | Buy |
10,044
+149
| +2% | +$4.17K | 0.02% | 564 |
|
|
2019
Q1 | $284K | Buy |
9,895
+1,047
| +12% | +$30.1K | 0.02% | 548 |
|
|
2018
Q4 | $190K | Sell |
8,848
-2,826
| -24% | -$60.7K | 0.01% | 622 |
|
|
2018
Q3 | $317K | Buy |
11,674
+1,619
| +16% | +$44K | 0.02% | 494 |
|
|
2018
Q2 | $272K | Buy |
10,055
+12
| +0.1% | +$325 | 0.02% | 475 |
|
|
2018
Q1 | $249K | Sell |
10,043
-425
| -4% | -$10.5K | 0.02% | 474 |
|
|
2017
Q4 | $319K | Sell |
10,468
-1,159
| -10% | -$35.3K | 0.03% | 410 |
|
|
2017
Q3 | $348K | Sell |
11,627
-1,746
| -13% | -$52.3K | 0.03% | 374 |
|
|
2017
Q2 | $404K | Sell |
13,373
-179
| -1% | -$5.41K | 0.04% | 333 |
|
|
2017
Q1 | $401K | Sell |
13,552
-692
| -5% | -$20.5K | 0.04% | 324 |
|
|
2016
Q4 | $443K | Sell |
14,244
-503
| -3% | -$15.6K | 0.06% | 273 |
|
|
2016
Q3 | $453K | Sell |
14,747
-4,293
| -23% | -$132K | 0.06% | 263 |
|
|
2016
Q2 | $391K | Buy |
19,040
+4,174
| +28% | +$85.7K | 0.06% | 293 |
|
|
2016
Q1 | $230K | Buy |
+14,866
| New | +$230K | 0.04% | 404 |
|