Keudell/Morrison 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 | $256K | Sell |
4,076
-239
| -6% | -$15K | 0.06% | 189 |
|
|
2025
Q1 | $258K | Sell |
4,315
-794
| -16% | -$47.4K | 0.06% | 180 |
|
|
2024
Q4 | $276K | Sell |
5,109
-2,843
| -36% | -$154K | 0.07% | 168 |
|
|
2024
Q3 | $363K | Sell |
7,952
-3,972
| -33% | -$181K | 0.1% | 139 |
|
|
2024
Q2 | $507K | Sell |
11,924
-1,675
| -12% | -$71.2K | 0.15% | 112 |
|
|
2024
Q1 | $530K | Buy |
13,599
+85
| +0.6% | +$3.31K | 0.16% | 108 |
|
|
2023
Q4 | $471K | Sell |
13,514
-477
| -3% | -$16.6K | 0.16% | 108 |
|
|
2023
Q3 | $471K | Sell |
13,991
-601
| -4% | -$20.2K | 0.14% | 103 |
|
|
2023
Q2 | $476K | Buy |
14,592
+195
| +1% | +$6.36K | 0.14% | 104 |
|
|
2023
Q1 | $430K | Sell |
14,397
-1,027
| -7% | -$30.7K | 0.13% | 107 |
|
|
2022
Q4 | $507K | Buy |
15,424
+327
| +2% | +$10.8K | 0.16% | 96 |
|
|
2022
Q3 | $432K | Buy |
15,097
+1,483
| +11% | +$42.4K | 0.16% | 94 |
|
|
2022
Q2 | $425K | Buy |
13,614
+255
| +2% | +$7.96K | 0.15% | 104 |
|
|
2022
Q1 | $446K | Buy |
13,359
+2,630
| +25% | +$87.8K | 0.19% | 105 |
|
|
2021
Q4 | $279K | Buy |
10,729
+449
| +4% | +$11.7K | 0.11% | 150 |
|
|
2021
Q3 | $267K | Buy |
10,280
+385
| +4% | +$10K | 0.11% | 145 |
|
|
2021
Q2 | $263K | Buy |
+9,895
| New | +$263K | 0.14% | 144 |
|