Global Retirement Partners’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 | $2.38M | Buy |
+37,931
| New | +$2.38M | 0.06% | 293 |
|
|
2024
Q4 | $2.95M | Sell |
54,430
-3,410
| -6% | -$185K | 0.08% | 227 |
|
|
2024
Q3 | $2.64M | Sell |
57,840
-494
| -0.8% | -$22.6K | 0.08% | 239 |
|
|
2024
Q2 | $2.48M | Buy |
58,334
+8,100
| +16% | +$344K | 0.08% | 240 |
|
|
2024
Q1 | $1.96M | Buy |
50,234
+20,207
| +67% | +$787K | 0.07% | 243 |
|
|
2023
Q4 | $1.04M | Buy |
30,027
+1,186
| +4% | +$41K | 0.04% | 335 |
|
|
2023
Q3 | $950K | Sell |
28,841
-24,159
| -46% | -$796K | 0.05% | 315 |
|
|
2023
Q2 | $1.73M | Buy |
53,000
+2,149
| +4% | +$70.1K | 0.08% | 221 |
|
|
2023
Q1 | $1.47M | Buy |
50,851
+4,539
| +10% | +$131K | 0.08% | 242 |
|
|
2022
Q4 | $1.52M | Buy |
46,312
+3,874
| +9% | +$127K | 0.1% | 196 |
|
|
2022
Q3 | $1.39M | Buy |
42,438
+9,924
| +31% | +$325K | 0.11% | 199 |
|
|
2022
Q2 | $1.02M | Buy |
32,514
+766
| +2% | +$23.9K | 0.08% | 246 |
|
|
2022
Q1 | $1.15M | Buy |
+31,748
| New | +$1.15M | 0.09% | 230 |
|
|
2021
Q4 | – | Sell |
-17,852
| Closed | -$463K | – | 1816 |
|
|
2021
Q3 | $463K | Buy |
17,852
+347
| +2% | +$9K | 0.05% | 314 |
|
|
2021
Q2 | $465K | Buy |
17,505
+1,233
| +8% | +$32.8K | 0.05% | 301 |
|
|
2021
Q1 | $385K | Buy |
16,272
+571
| +4% | +$13.5K | 0.05% | 302 |
|
|
2020
Q4 | $315K | Buy |
15,701
+2,528
| +19% | +$50.7K | 0.04% | 312 |
|
|
2020
Q3 | $259K | Buy |
13,173
+10,154
| +336% | +$200K | 0.04% | 321 |
|
|
2020
Q2 | $57K | Buy |
3,019
+559
| +23% | +$10.6K | 0.01% | 608 |
|
|
2020
Q1 | $35K | Sell |
2,460
-211
| -8% | -$3K | 0.01% | 653 |
|
|
2019
Q4 | $63K | Sell |
2,671
-498
| -16% | -$11.7K | 0.01% | 591 |
|
|
2019
Q3 | $76K | Buy |
3,169
+116
| +4% | +$2.78K | 0.01% | 535 |
|
|
2019
Q2 | $86K | Buy |
3,053
+2,569
| +531% | +$72.4K | 0.02% | 489 |
|
|
2019
Q1 | $14K | Buy |
+484
| New | +$14K | ﹤0.01% | 961 |
|
|
2018
Q4 | – | Sell |
-564
| Closed | -$15K | – | 1573 |
|
|
2018
Q3 | $15K | Sell |
564
-150
| -21% | -$3.99K | ﹤0.01% | 927 |
|
|
2018
Q2 | $19K | Hold |
714
| – | – | ﹤0.01% | 819 |
|
|
2018
Q1 | $18K | Buy |
714
+414
| +138% | +$10.4K | 0.01% | 794 |
|
|
2017
Q4 | $9K | Buy |
300
+150
| +100% | +$4.5K | ﹤0.01% | 955 |
|
|
2017
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 954 |
|