IHT 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 | $514K | Sell |
8,178
-1,542
| -16% | -$96.8K | 0.01% | 695 |
|
|
2025
Q1 | $581K | Sell |
9,720
-783
| -7% | -$46.8K | 0.02% | 621 |
|
|
2024
Q4 | $568K | Sell |
10,503
-7,198
| -41% | -$390K | 0.02% | 640 |
|
|
2024
Q3 | $811K | Buy |
17,701
+3,477
| +24% | +$159K | 0.02% | 563 |
|
|
2024
Q2 | $605K | Buy |
14,224
+1,057
| +8% | +$44.9K | 0.02% | 576 |
|
|
2024
Q1 | $513K | Buy |
13,167
+188
| +1% | +$7.33K | 0.02% | 627 |
|
|
2023
Q4 | $452K | Buy |
12,979
+3,705
| +40% | +$129K | 0.02% | 632 |
|
|
2023
Q3 | $312K | Buy |
9,274
+112
| +1% | +$3.77K | 0.02% | 720 |
|
|
2023
Q2 | $299K | Sell |
9,162
-1,401
| -13% | -$45.7K | 0.02% | 730 |
|
|
2023
Q1 | $315K | Buy |
10,563
+1,020
| +11% | +$30.5K | 0.02% | 683 |
|
|
2022
Q4 | $314K | Buy |
9,543
+873
| +10% | +$28.7K | 0.02% | 644 |
|
|
2022
Q3 | $248K | Buy |
8,670
+839
| +11% | +$24K | 0.02% | 695 |
|
|
2022
Q2 | $244K | Buy |
7,831
+231
| +3% | +$7.2K | 0.02% | 599 |
|
|
2022
Q1 | $254K | Buy |
+7,600
| New | +$254K | 0.02% | 630 |
|
|
2021
Q3 | – | Sell |
-41,361
| Closed | -$1.1M | – | 984 |
|
|
2021
Q2 | $1.1M | Buy |
+41,361
| New | +$1.1M | 0.07% | 302 |
|
|
2019
Q4 | – | Sell |
-11,669
| Closed | -$281K | – | 648 |
|
|
2019
Q3 | $281K | Buy |
+11,669
| New | +$281K | 0.04% | 442 |
|
|
2018
Q2 | – | Sell |
-779
| Closed | -$19K | – | 1376 |
|
|
2018
Q1 | $19K | Buy |
779
+7
| +0.9% | +$171 | 0.01% | 1004 |
|
|
2017
Q4 | $25K | Buy |
772
+39
| +5% | +$1.26K | 0.01% | 924 |
|
|
2017
Q3 | $22K | Sell |
733
-406
| -36% | -$12.2K | 0.01% | 752 |
|
|
2017
Q2 | $20 | Buy |
1,139
+535
| +89% | +$9 | 0.01% | 785 |
|
|
2017
Q1 | $18K | Buy |
604
+6
| +1% | +$179 | 0.01% | 690 |
|
|
2016
Q4 | $19K | Buy |
+598
| New | +$19K | 0.01% | 659 |
|