Golden State 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 | $320K | Buy |
5,094
+306
| +6% | +$19.2K | 0.04% | 292 |
|
|
2025
Q1 | $286K | Buy |
4,788
+410
| +9% | +$24.5K | 0.04% | 295 |
|
|
2024
Q4 | $237K | Buy |
+4,378
| New | +$237K | 0.04% | 297 |
|
|
2022
Q1 | – | Sell |
-12,108
| Closed | -$315K | – | 372 |
|
|
2021
Q4 | $315K | Buy |
+12,108
| New | +$315K | 0.05% | 281 |
|
|
2021
Q1 | – | Sell |
-10,394
| Closed | -$208K | – | 244 |
|
|
2020
Q4 | $208K | Buy |
+10,394
| New | +$208K | 0.06% | 229 |
|
|
2020
Q3 | – | Sell |
-10,662
| Closed | -$203K | – | 461 |
|
|
2020
Q2 | $203K | Buy |
10,662
+10,362
| +3,454% | +$197K | 0.07% | 179 |
|
|
2020
Q1 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 793 |
|
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$60K | – | 949 |
|
|
2019
Q3 | $60K | Buy |
2,500
+2,430
| +3,471% | +$58.3K | 0.02% | 390 |
|
|
2019
Q2 | $1K | Sell |
70
-95
| -58% | -$1.36K | ﹤0.01% | 1030 |
|
|
2019
Q1 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 910 |
|