Institute for 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 | $388K | Buy |
6,181
+82
| +1% | +$5.15K | 0.04% | 370 |
|
|
2025
Q1 | $364K | Sell |
6,099
-50
| -0.8% | -$2.99K | 0.05% | 365 |
|
|
2024
Q4 | $333K | Buy |
6,149
+50
| +0.8% | +$2.71K | 0.04% | 373 |
|
|
2024
Q3 | $278K | Hold |
6,099
| – | – | 0.04% | 434 |
|
|
2024
Q2 | $259K | Buy |
6,099
+111
| +2% | +$4.72K | 0.03% | 422 |
|
|
2024
Q1 | $233K | Buy |
+5,988
| New | +$233K | 0.03% | 443 |
|
|
2023
Q1 | – | Sell |
-6,180
| Closed | -$203K | – | 465 |
|
|
2022
Q4 | $203K | Buy |
+6,180
| New | +$203K | 0.04% | 424 |
|
|
2022
Q2 | – | Sell |
-6,180
| Closed | -$206K | – | 556 |
|
|
2022
Q1 | $206K | Buy |
+6,180
| New | +$206K | 0.03% | 505 |
|