HB 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 | $3.99M | Sell |
63,542
-2,859
| -4% | -$180K | 0.03% | 251 |
|
|
2025
Q1 | $3.97M | Buy |
66,401
+22,356
| +51% | +$1.34M | 0.03% | 259 |
|
|
2024
Q4 | $2.38M | Buy |
44,045
+6,804
| +18% | +$368K | 0.02% | 258 |
|
|
2024
Q3 | $1.7M | Buy |
37,241
+2,356
| +7% | +$108K | 0.02% | 300 |
|
|
2024
Q2 | $1.48M | Buy |
34,885
+3,970
| +13% | +$169K | 0.02% | 301 |
|
|
2024
Q1 | $1.2M | Sell |
30,915
-1,089
| -3% | -$42.4K | 0.02% | 317 |
|
|
2023
Q4 | $1.11M | Buy |
32,004
+3,967
| +14% | +$138K | 0.02% | 301 |
|
|
2023
Q3 | $945K | Buy |
28,037
+2,488
| +10% | +$83.8K | 0.02% | 301 |
|
|
2023
Q2 | $834K | Buy |
25,549
+1,199
| +5% | +$39.1K | 0.01% | 319 |
|
|
2023
Q1 | $727K | Buy |
24,350
+3,525
| +17% | +$105K | 0.01% | 336 |
|
|
2022
Q4 | $685K | Buy |
20,825
+8,041
| +63% | +$265K | 0.01% | 336 |
|
|
2022
Q3 | $366K | Buy |
12,784
+1,461
| +13% | +$41.8K | 0.01% | 398 |
|
|
2022
Q2 | $353K | Sell |
11,323
-5,828
| -34% | -$182K | 0.01% | 407 |
|
|
2022
Q1 | $573K | Buy |
17,151
+4,396
| +34% | +$147K | 0.01% | 326 |
|
|
2021
Q4 | $332K | Buy |
+12,755
| New | +$332K | 0.01% | 370 |
|