KCM Investment 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 | $1.66M | Sell |
26,417
-212
| -0.8% | -$13.3K | 0.06% | 175 |
|
|
2025
Q1 | $1.59M | Sell |
26,629
-1,574
| -6% | -$94.1K | 0.06% | 173 |
|
|
2024
Q4 | $1.53M | Sell |
28,203
-188
| -0.7% | -$10.2K | 0.05% | 179 |
|
|
2024
Q3 | $1.3M | Sell |
28,391
-153
| -0.5% | -$6.98K | 0.04% | 192 |
|
|
2024
Q2 | $1.21M | Buy |
28,544
+795
| +3% | +$33.8K | 0.04% | 196 |
|
|
2024
Q1 | $1.08M | Buy |
27,749
+5,164
| +23% | +$201K | 0.04% | 208 |
|
|
2023
Q4 | $787K | Buy |
22,585
+1,040
| +5% | +$36.2K | 0.03% | 222 |
|
|
2023
Q3 | $726K | Sell |
21,545
-1,543
| -7% | -$52K | 0.03% | 220 |
|
|
2023
Q2 | $753K | Sell |
23,088
-3,928
| -15% | -$128K | 0.03% | 226 |
|
|
2023
Q1 | $807K | Buy |
27,016
+7,819
| +41% | +$233K | 0.03% | 227 |
|
|
2022
Q4 | $632K | Buy |
19,197
+2,739
| +17% | +$90.2K | 0.03% | 241 |
|
|
2022
Q3 | $471K | Buy |
16,458
+455
| +3% | +$13K | 0.02% | 257 |
|
|
2022
Q2 | $499K | Buy |
16,003
+3,031
| +23% | +$94.5K | 0.02% | 263 |
|
|
2022
Q1 | $433K | Buy |
12,972
+5,278
| +69% | +$176K | 0.02% | 309 |
|
|
2021
Q4 | $200K | Buy |
+7,694
| New | +$200K | 0.01% | 412 |
|
|
2019
Q2 | – | Sell |
-14,783
| Closed | -$425K | – | 332 |
|
|
2019
Q1 | $425K | Sell |
14,783
-120
| -0.8% | -$3.45K | 0.03% | 245 |
|
|
2018
Q4 | $329K | Sell |
14,903
-1,050
| -7% | -$23.2K | 0.02% | 397 |
|
|
2018
Q3 | $434K | Sell |
15,953
-20,442
| -56% | -$556K | 0.02% | 377 |
|
|
2018
Q2 | $987K | Sell |
36,395
-18,984
| -34% | -$515K | 0.06% | 237 |
|
|
2018
Q1 | $1.38M | Sell |
55,379
-9,250
| -14% | -$230K | 0.08% | 217 |
|
|
2017
Q4 | $1.97M | Sell |
64,629
-15,632
| -19% | -$477K | 0.12% | 176 |
|
|
2017
Q3 | $2.41M | Sell |
80,261
-40,130
| -33% | -$1.2M | 0.15% | 155 |
|
|
2017
Q2 | $3.65M | Sell |
120,391
-21,982
| -15% | -$666K | 0.23% | 114 |
|
|
2017
Q1 | $4.21M | Sell |
142,373
-18,817
| -12% | -$557K | 0.27% | 100 |
|
|
2016
Q4 | $5.02M | Sell |
161,190
-14,798
| -8% | -$461K | 0.34% | 81 |
|
|
2016
Q3 | $5.41M | Sell |
175,988
-8,473
| -5% | -$260K | 0.37% | 77 |
|
|
2016
Q2 | $3.99M | Sell |
184,461
-4,691
| -2% | -$101K | 0.28% | 102 |
|
|
2016
Q1 | $3.04M | Sell |
189,152
-3,925
| -2% | -$63.1K | 0.22% | 118 |
|
|
2015
Q4 | $4.96M | Sell |
193,077
-2,889
| -1% | -$74.2K | 0.39% | 78 |
|
|
2015
Q3 | $7.22M | Buy |
195,966
+4,972
| +3% | +$183K | 0.6% | 46 |
|
|
2015
Q2 | $11M | Buy |
190,994
+1,152
| +0.6% | +$66.1K | 0.87% | 19 |
|
|
2015
Q1 | $9.6M | Buy |
189,842
+4,403
| +2% | +$223K | 0.77% | 26 |
|
|
2014
Q4 | $8.33M | Buy |
185,439
+18,844
| +11% | +$847K | 0.7% | 31 |
|
|
2014
Q3 | $9.22M | Sell |
166,595
-1,396
| -0.8% | -$77.3K | 0.84% | 22 |
|
|
2014
Q2 | $9.78M | Buy |
167,991
+10,328
| +7% | +$601K | 0.91% | 17 |
|
|
2014
Q1 | $6.4M | Buy |
157,663
+12,100
| +8% | +$491K | 0.66% | 30 |
|
|
2013
Q4 | $5.61M | Buy |
145,563
+27,992
| +24% | +$1.08M | 0.61% | 37 |
|
|
2013
Q3 | $4.28M | Buy |
117,571
+16,790
| +17% | +$611K | 0.51% | 50 |
|
|
2013
Q2 | $3.27M | Buy |
+100,781
| New | +$3.27M | 0.4% | 73 |
|