IFP Advisors’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 | $1.48M | Sell |
23,360
-6,065
| -21% | -$385K | 0.04% | 444 |
|
|
2025
Q1 | $1.76M | Buy |
29,425
+22,244
| +310% | +$1.33M | 0.05% | 384 |
|
|
2024
Q4 | $389K | Buy |
7,181
+1,885
| +36% | +$102K | 0.01% | 832 |
|
|
2024
Q3 | $242K | Buy |
5,296
+225
| +4% | +$10.3K | 0.01% | 1003 |
|
|
2024
Q2 | $216K | Sell |
5,071
-242
| -5% | -$10.3K | 0.01% | 1011 |
|
|
2024
Q1 | $207K | Sell |
5,313
-1,204
| -18% | -$46.9K | 0.01% | 984 |
|
|
2023
Q4 | $227K | Sell |
6,517
-2,948
| -31% | -$103K | 0.01% | 896 |
|
|
2023
Q3 | $319K | Sell |
9,465
-15,118
| -61% | -$509K | 0.01% | 757 |
|
|
2023
Q2 | $802K | Buy |
24,583
+221
| +0.9% | +$7.21K | 0.03% | 495 |
|
|
2023
Q1 | $650K | Sell |
24,362
-29,497
| -55% | -$787K | 0.03% | 509 |
|
|
2022
Q4 | $1.45M | Sell |
53,859
-24,386
| -31% | -$656K | 0.04% | 471 |
|
|
2022
Q3 | $2.14M | Buy |
78,245
+3,366
| +4% | +$92.2K | 0.06% | 370 |
|
|
2022
Q2 | $2.05M | Hold |
74,879
| – | – | 0.07% | 339 |
|
|
2022
Q1 | $2.05M | Buy |
74,879
+53,105
| +244% | +$1.45M | 0.07% | 339 |
|
|
2021
Q4 | $570K | Buy |
21,774
+2,762
| +15% | +$72.3K | 0.01% | 545 |
|
|
2021
Q3 | $494K | Buy |
19,012
+9,603
| +102% | +$250K | 0.01% | 569 |
|
|
2021
Q2 | $251K | Buy |
9,409
+4,165
| +79% | +$111K | 0.01% | 797 |
|
|
2021
Q1 | $124K | Sell |
5,244
-5,887
| -53% | -$139K | ﹤0.01% | 1074 |
|
|
2020
Q4 | $218K | Sell |
11,131
-1,217
| -10% | -$23.8K | 0.01% | 767 |
|
|
2020
Q3 | $244K | Buy |
12,348
+8,794
| +247% | +$174K | 0.01% | 637 |
|
|
2020
Q2 | $67K | Sell |
3,554
-506
| -12% | -$9.54K | 0.01% | 1081 |
|
|
2020
Q1 | $56K | Sell |
4,060
-1,681
| -29% | -$23.2K | 0.01% | 1064 |
|
|
2019
Q4 | $135K | Sell |
5,741
-1,273
| -18% | -$29.9K | 0.01% | 799 |
|
|
2019
Q3 | $167K | Buy |
+7,014
| New | +$167K | 0.01% | 830 |
|
|
2019
Q1 | $100K | Sell |
3,458
-8,552
| -71% | -$247K | 0.01% | 687 |
|
|
2018
Q4 | $258K | Sell |
12,010
-15,876
| -57% | -$341K | 0.02% | 768 |
|
|
2018
Q3 | $758K | Buy |
27,886
+14,354
| +106% | +$390K | 0.03% | 523 |
|
|
2018
Q2 | $367K | Sell |
13,532
-1,303
| -9% | -$35.3K | 0.02% | 791 |
|
|
2018
Q1 | $452K | Buy |
14,835
+500
| +3% | +$15.2K | 0.02% | 659 |
|
|
2017
Q4 | $437K | Sell |
14,335
-3,643
| -20% | -$111K | 0.02% | 673 |
|
|
2017
Q3 | $540K | Sell |
17,978
-162
| -0.9% | -$4.87K | 0.02% | 663 |
|
|
2017
Q2 | $549K | Buy |
18,140
+1,881
| +12% | +$56.9K | 0.02% | 648 |
|
|
2017
Q1 | $481K | Buy |
16,259
+857
| +6% | +$25.4K | 0.02% | 698 |
|
|
2016
Q4 | $480K | Buy |
15,402
+836
| +6% | +$26.1K | 0.02% | 632 |
|
|
2016
Q3 | $448K | Buy |
+14,566
| New | +$448K | 0.02% | 606 |
|
|
2016
Q2 | – | Sell |
-3,458
| Closed | -$100K | – | 4219 |
|
|
2016
Q1 | $100K | Sell |
3,458
-1,834
| -35% | -$53K | 0.01% | 687 |
|
|
2015
Q4 | $136K | Buy |
+5,292
| New | +$136K | 0.01% | 1012 |
|