Jones Financial Companies’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 | $3.87M | Buy |
61,710
+12,031
| +24% | +$754K | ﹤0.01% | 560 |
|
|
2025
Q1 | $2.94M | Buy |
49,679
+7,309
| +17% | +$433K | ﹤0.01% | 549 |
|
|
2024
Q4 | $2.29M | Buy |
42,370
+7,767
| +22% | +$420K | ﹤0.01% | 525 |
|
|
2024
Q3 | $1.56M | Buy |
34,603
+27,223
| +369% | +$1.23M | ﹤0.01% | 496 |
|
|
2024
Q2 | $314K | Buy |
7,380
+3,123
| +73% | +$133K | ﹤0.01% | 679 |
|
|
2024
Q1 | $166K | Buy |
4,257
+2,699
| +173% | +$105K | ﹤0.01% | 492 |
|
|
2023
Q4 | $54.3K | Buy |
1,558
+79
| +5% | +$2.75K | ﹤0.01% | 464 |
|
|
2023
Q3 | $49.8K | Buy |
1,479
+49
| +3% | +$1.65K | ﹤0.01% | 365 |
|
|
2023
Q2 | $46.7K | Sell |
1,430
-310
| -18% | -$10.1K | ﹤0.01% | 368 |
|
|
2023
Q1 | $52K | Buy |
1,740
+200
| +13% | +$5.97K | ﹤0.01% | 354 |
|
|
2022
Q4 | $51K | Buy |
1,540
+990
| +180% | +$32.8K | ﹤0.01% | 348 |
|
|
2022
Q3 | $16K | Sell |
550
-372
| -40% | -$10.8K | ﹤0.01% | 398 |
|
|
2022
Q2 | $29K | Buy |
+922
| New | +$29K | ﹤0.01% | 366 |
|
|
2022
Q1 | – | Sell |
-784
| Closed | -$20K | – | 855 |
|
|
2021
Q4 | $20K | Buy |
784
+740
| +1,682% | +$18.9K | ﹤0.01% | 466 |
|
|
2021
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 622 |
|
|
2021
Q1 | – | Sell |
-183
| Closed | -$4K | – | 875 |
|
|
2020
Q4 | $4K | Buy |
+183
| New | +$4K | ﹤0.01% | 535 |
|
|
2013
Q4 | – | Sell |
-105
| Closed | -$4K | – | 542 |
|
|
2013
Q3 | $4K | Buy |
105
+56
| +114% | +$2.13K | ﹤0.01% | 610 |
|
|
2013
Q2 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 732 |
|