Integrated Wealth Concepts’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 | $3.35M | Buy |
53,353
+11,792
| +28% | +$741K | 0.03% | 458 |
|
|
2025
Q1 | $2.48M | Buy |
41,561
+1,361
| +3% | +$81.3K | 0.03% | 523 |
|
|
2024
Q4 | $2.18M | Sell |
40,200
-35,117
| -47% | -$1.9M | 0.03% | 529 |
|
|
2024
Q3 | $3.44M | Sell |
75,317
-388
| -0.5% | -$17.7K | 0.04% | 378 |
|
|
2024
Q2 | $3.22M | Sell |
75,705
-355
| -0.5% | -$15.1K | 0.04% | 369 |
|
|
2024
Q1 | $2.96M | Buy |
76,060
+4,215
| +6% | +$164K | 0.04% | 389 |
|
|
2023
Q4 | $2.5M | Buy |
71,845
+4,324
| +6% | +$151K | 0.04% | 405 |
|
|
2023
Q3 | $2.27M | Sell |
67,521
-4,349
| -6% | -$147K | 0.04% | 414 |
|
|
2023
Q2 | $2.35M | Buy |
71,870
+5,071
| +8% | +$165K | 0.04% | 402 |
|
|
2023
Q1 | $2M | Buy |
66,799
+49,214
| +280% | +$1.47M | 0.04% | 412 |
|
|
2022
Q4 | $579K | Buy |
17,585
+769
| +5% | +$25.3K | 0.02% | 617 |
|
|
2022
Q3 | $481K | Buy |
16,816
+18
| +0.1% | +$515 | 0.02% | 601 |
|
|
2022
Q2 | $524K | Buy |
16,798
+2,880
| +21% | +$89.8K | 0.02% | 589 |
|
|
2022
Q1 | $465K | Buy |
13,918
+1,043
| +8% | +$34.8K | 0.01% | 590 |
|
|
2021
Q4 | $335K | Buy |
12,875
+3,794
| +42% | +$98.7K | 0.01% | 732 |
|
|
2021
Q3 | $236K | Buy |
+9,081
| New | +$236K | 0.01% | 828 |
|