GeoWealth 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 | $296K | Buy |
4,706
+153
| +3% | +$9.61K | 0.01% | 545 |
|
|
2025
Q1 | $272K | Sell |
4,553
-1,261
| -22% | -$75.4K | 0.01% | 577 |
|
|
2024
Q4 | $315K | Sell |
5,814
-1,221
| -17% | -$66.1K | 0.01% | 611 |
|
|
2024
Q3 | $321K | Sell |
7,035
-766
| -10% | -$35K | 0.01% | 585 |
|
|
2024
Q2 | $332K | Buy |
7,801
+1,395
| +22% | +$59.3K | 0.01% | 550 |
|
|
2024
Q1 | $250K | Sell |
6,406
-2,752
| -30% | -$107K | 0.01% | 618 |
|
|
2023
Q4 | $319K | Buy |
+9,158
| New | +$319K | 0.03% | 398 |
|
|
2022
Q3 | – | Sell |
-433
| Closed | -$14K | – | 380 |
|
|
2022
Q2 | $14K | Buy |
433
+53
| +14% | +$1.71K | ﹤0.01% | 319 |
|
|
2022
Q1 | $13K | Buy |
380
+5
| +1% | +$171 | ﹤0.01% | 387 |
|
|
2021
Q4 | $10K | Buy |
375
+6
| +2% | +$160 | ﹤0.01% | 370 |
|
|
2021
Q3 | $9K | Sell |
369
-769
| -68% | -$18.8K | ﹤0.01% | 390 |
|
|
2021
Q2 | $30K | Buy |
+1,138
| New | +$30K | ﹤0.01% | 263 |
|