IEQ Capital’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 | $10.4M | Buy |
165,035
+101,574
| +160% | +$6.38M | 0.06% | 244 |
|
|
2025
Q1 | $3.79M | Buy |
63,461
+9,154
| +17% | +$547K | 0.03% | 408 |
|
|
2024
Q4 | $2.94M | Buy |
54,307
+10,511
| +24% | +$569K | 0.03% | 401 |
|
|
2024
Q3 | $2M | Sell |
43,796
-7,681
| -15% | -$351K | 0.02% | 376 |
|
|
2024
Q2 | $2.19M | Buy |
51,477
+5,499
| +12% | +$234K | 0.03% | 315 |
|
|
2024
Q1 | $1.79M | Buy |
45,978
+6,277
| +16% | +$245K | 0.03% | 342 |
|
|
2023
Q4 | $1.38M | Buy |
39,701
+5,536
| +16% | +$193K | 0.02% | 351 |
|
|
2023
Q3 | $1.15M | Buy |
34,165
+4,941
| +17% | +$166K | 0.02% | 369 |
|
|
2023
Q2 | $954K | Sell |
29,224
-137
| -0.5% | -$4.47K | 0.02% | 404 |
|
|
2023
Q1 | $877K | Buy |
29,361
+8,502
| +41% | +$254K | 0.02% | 421 |
|
|
2022
Q4 | $686K | Sell |
20,859
-7,132
| -25% | -$235K | 0.02% | 435 |
|
|
2022
Q3 | $801K | Buy |
27,991
+3,835
| +16% | +$110K | 0.02% | 416 |
|
|
2022
Q2 | $754K | Sell |
24,156
-597
| -2% | -$18.6K | 0.02% | 369 |
|
|
2022
Q1 | $827K | Sell |
24,753
-1,548
| -6% | -$51.7K | 0.02% | 374 |
|
|
2021
Q4 | $685K | Sell |
26,301
-3,832
| -13% | -$99.8K | 0.02% | 383 |
|
|
2021
Q3 | $782K | Buy |
30,133
+1,125
| +4% | +$29.2K | 0.02% | 330 |
|
|
2021
Q2 | $770K | Buy |
29,008
+10,536
| +57% | +$280K | 0.02% | 289 |
|
|
2021
Q1 | $438K | Sell |
18,472
-2,239
| -11% | -$53.1K | 0.02% | 293 |
|
|
2020
Q4 | $415K | Buy |
20,711
+1,339
| +7% | +$26.8K | 0.02% | 199 |
|
|
2020
Q3 | $381K | Buy |
19,372
+3,952
| +26% | +$77.7K | 0.02% | 267 |
|
|
2020
Q2 | $293K | Sell |
15,420
-1,273
| -8% | -$24.2K | 0.02% | 242 |
|
|
2020
Q1 | $237K | Buy |
16,693
+495
| +3% | +$7.03K | 0.02% | 315 |
|
|
2019
Q4 | $384K | Buy |
+16,198
| New | +$384K | 0.03% | 266 |
|