Graybill 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 | $6.59M | Sell |
104,974
-38,199
| -27% | -$2.4M | 2.15% | 21 |
|
|
2025
Q1 | $8.56M | Buy |
+143,173
| New | +$8.56M | 2.94% | 7 |
|
|
2024
Q3 | $6.98M | Buy |
152,961
+634
| +0.4% | +$28.9K | 2.59% | 14 |
|
|
2024
Q2 | $6.47M | Sell |
152,327
-1,537
| -1% | -$65.3K | 2.63% | 13 |
|
|
2024
Q1 | $6M | Buy |
153,864
+351
| +0.2% | +$13.7K | 2.53% | 15 |
|
|
2023
Q4 | $5.35M | Buy |
153,513
+1,402
| +0.9% | +$48.8K | 2.37% | 17 |
|
|
2023
Q3 | $5.12M | Buy |
152,111
+972
| +0.6% | +$32.7K | 2.5% | 15 |
|
|
2023
Q2 | $4.93M | Buy |
151,139
+2,249
| +2% | +$73.4K | 2.34% | 17 |
|
|
2023
Q1 | $4.45M | Buy |
148,890
+973
| +0.7% | +$29.1K | 2.26% | 17 |
|
|
2022
Q4 | $4.87M | Buy |
147,917
+1,082
| +0.7% | +$35.6K | 2.64% | 15 |
|
|
2022
Q3 | $4.2M | Buy |
146,835
+6,070
| +4% | +$174K | 2.5% | 15 |
|
|
2022
Q2 | $4.39M | Sell |
140,765
-38,204
| -21% | -$1.19M | 2.43% | 15 |
|
|
2022
Q1 | $5.98M | Sell |
178,969
-710
| -0.4% | -$23.7K | 2.92% | 9 |
|
|
2021
Q4 | $4.68M | Buy |
179,679
+287
| +0.2% | +$7.47K | 2.12% | 19 |
|
|
2021
Q3 | $4.65M | Buy |
179,392
+5,590
| +3% | +$145K | 2.29% | 17 |
|
|
2021
Q2 | $4.61M | Sell |
173,802
-1,145
| -0.7% | -$30.4K | 2.27% | 16 |
|
|
2021
Q1 | $4.14M | Sell |
174,947
-2,480
| -1% | -$58.7K | 2.2% | 22 |
|
|
2020
Q4 | $3.56M | Buy |
177,427
+205
| +0.1% | +$4.11K | 2.01% | 25 |
|
|
2020
Q3 | $3.48M | Sell |
177,222
-537
| -0.3% | -$10.6K | 2.27% | 17 |
|
|
2020
Q2 | $3.38M | Sell |
177,759
-3,815
| -2% | -$72.6K | 2.49% | 18 |
|
|
2020
Q1 | $2.57M | Buy |
181,574
+52,459
| +41% | +$742K | 2.27% | 27 |
|
|
2019
Q4 | $3.06M | Buy |
129,115
+1,630
| +1% | +$38.7K | 1.91% | 29 |
|
|
2019
Q3 | $3.07M | Buy |
+127,485
| New | +$3.07M | 2.08% | 28 |
|