Gradient Investments’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 | $500K | Sell |
7,959
-449
| -5% | -$28.2K | 0.01% | 292 |
|
|
2025
Q1 | $502K | Sell |
8,408
-1,773
| -17% | -$106K | 0.01% | 244 |
|
|
2024
Q4 | $551K | Sell |
10,181
-1,210
| -11% | -$65.5K | 0.01% | 211 |
|
|
2024
Q3 | $520K | Sell |
11,391
-100
| -0.9% | -$4.57K | 0.01% | 228 |
|
|
2024
Q2 | $488K | Buy |
11,491
+167
| +1% | +$7.1K | 0.01% | 239 |
|
|
2024
Q1 | $441K | Buy |
11,324
+960
| +9% | +$37.4K | 0.01% | 237 |
|
|
2023
Q4 | $361K | Buy |
10,364
+364
| +4% | +$12.7K | 0.01% | 287 |
|
|
2023
Q3 | $337K | Sell |
10,000
-5,138
| -34% | -$173K | 0.01% | 266 |
|
|
2023
Q2 | $494K | Sell |
15,138
-877
| -5% | -$28.6K | 0.01% | 229 |
|
|
2023
Q1 | $478K | Sell |
16,015
-438
| -3% | -$13.1K | 0.01% | 228 |
|
|
2022
Q4 | $541K | Buy |
16,453
+3,186
| +24% | +$105K | 0.02% | 213 |
|
|
2022
Q3 | $380K | Buy |
13,267
+7,661
| +137% | +$219K | 0.01% | 241 |
|
|
2022
Q2 | $175K | Buy |
5,606
+5,539
| +8,267% | +$173K | 0.01% | 302 |
|
|
2022
Q1 | $2K | Sell |
67
-256
| -79% | -$7.64K | ﹤0.01% | 1070 |
|
|
2021
Q4 | $8K | Hold |
323
| – | – | ﹤0.01% | 855 |
|
|
2021
Q3 | $8K | Sell |
323
-81
| -20% | -$2.01K | ﹤0.01% | 819 |
|
|
2021
Q2 | $11K | Buy |
404
+9
| +2% | +$245 | ﹤0.01% | 746 |
|
|
2021
Q1 | $9K | Sell |
395
-52
| -12% | -$1.19K | ﹤0.01% | 794 |
|
|
2020
Q4 | $9K | Hold |
447
| – | – | ﹤0.01% | 731 |
|
|
2020
Q3 | $9K | Sell |
447
-86
| -16% | -$1.73K | ﹤0.01% | 736 |
|
|
2020
Q2 | $10K | Sell |
533
-864
| -62% | -$16.2K | ﹤0.01% | 651 |
|
|
2020
Q1 | $20K | Sell |
1,397
-401,458
| -100% | -$5.75M | ﹤0.01% | 522 |
|
|
2019
Q4 | $9.56M | Buy |
402,855
+51,444
| +15% | +$1.22M | 0.43% | 74 |
|
|
2019
Q3 | $8.46M | Buy |
351,411
+7,992
| +2% | +$192K | 0.41% | 78 |
|
|
2019
Q2 | $9.63M | Buy |
343,419
+31,584
| +10% | +$886K | 0.49% | 47 |
|
|
2019
Q1 | $8.96M | Sell |
311,835
-54,432
| -15% | -$1.56M | 0.58% | 30 |
|
|
2018
Q4 | $8.08M | Buy |
+366,267
| New | +$8.08M | 0.48% | 48 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | – | – | 1151 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1177 |
|
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1095 |
|
|
2015
Q3 | – | Sell |
-52
| Closed | -$3K | – | 693 |
|
|
2015
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 507 |
|
|
2015
Q1 | $3K | Sell |
52
-16
| -24% | -$923 | ﹤0.01% | 523 |
|
|
2014
Q4 | $3K | Buy |
68
+16
| +31% | +$706 | ﹤0.01% | 467 |
|
|
2014
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 399 |
|
|
2014
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 422 |
|
|
2014
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 457 |
|
|
2013
Q4 | $2K | Sell |
52
-178
| -77% | -$6.85K | ﹤0.01% | 522 |
|
|
2013
Q3 | $8K | Buy |
230
+163
| +243% | +$5.67K | ﹤0.01% | 306 |
|
|
2013
Q2 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 374 |
|