Key Financial Inc’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 | $18.2K | Hold |
290
| – | – | ﹤0.01% | 713 |
|
|
2025
Q1 | $17.3K | Hold |
290
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $15.7K | Buy |
290
+39
| +16% | +$2.11K | ﹤0.01% | 717 |
|
|
2024
Q3 | $11.5K | Buy |
251
+32
| +15% | +$1.46K | ﹤0.01% | 758 |
|
|
2024
Q2 | $9.31K | Buy |
219
+142
| +184% | +$6.04K | ﹤0.01% | 798 |
|
|
2024
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q4 | $2.68K | Hold |
77
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q3 | $2.59K | Hold |
77
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q2 | $2.51K | Hold |
77
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q1 | $2.3K | Hold |
77
| – | – | ﹤0.01% | 938 |
|
|
2022
Q4 | $2.21K | Hold |
77
| – | – | ﹤0.01% | 940 |
|
|
2022
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $3K | Hold |
77
| – | – | ﹤0.01% | 898 |
|
|
2021
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 856 |
|
|
2021
Q3 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 834 |
|