Kingsview 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 | $6.38M | Sell |
101,640
-2,360
| -2% | -$148K | 0.11% | 197 |
|
|
2025
Q1 | $6.22M | Buy |
104,000
+3,141
| +3% | +$188K | 0.12% | 183 |
|
|
2024
Q4 | $5.46M | Sell |
100,859
-273
| -0.3% | -$14.8K | 0.11% | 193 |
|
|
2024
Q3 | $4.62M | Sell |
101,132
-1,480
| -1% | -$67.6K | 0.1% | 207 |
|
|
2024
Q2 | $4.36M | Sell |
102,612
-10,891
| -10% | -$463K | 0.1% | 198 |
|
|
2024
Q1 | $4.42M | Buy |
113,503
+15,232
| +15% | +$594K | 0.11% | 185 |
|
|
2023
Q4 | $3.42M | Buy |
98,271
+688
| +0.7% | +$24K | 0.1% | 189 |
|
|
2023
Q3 | $3.29M | Buy |
97,583
+5,406
| +6% | +$182K | 0.12% | 191 |
|
|
2023
Q2 | $3.01M | Buy |
92,177
+51,197
| +125% | +$1.67M | 0.12% | 187 |
|
|
2023
Q1 | $1.22M | Sell |
40,980
-7,041
| -15% | -$210K | 0.05% | 345 |
|
|
2022
Q4 | $1.58M | Sell |
48,021
-6,089
| -11% | -$200K | 0.07% | 265 |
|
|
2022
Q3 | $1.55M | Buy |
54,110
+5,907
| +12% | +$169K | 0.07% | 260 |
|
|
2022
Q2 | $1.5M | Buy |
48,203
+18,739
| +64% | +$585K | 0.07% | 269 |
|
|
2022
Q1 | $984K | Buy |
29,464
+19,674
| +201% | +$657K | 0.04% | 396 |
|
|
2021
Q4 | $255K | Buy |
+9,790
| New | +$255K | 0.01% | 777 |
|
|
2021
Q3 | – | Sell |
-29,739
| Closed | -$797K | – | 934 |
|
|
2021
Q2 | $797K | Buy |
+29,739
| New | +$797K | 0.04% | 431 |
|
|
2020
Q4 | – | Sell |
-11,250
| Closed | -$221K | – | 733 |
|
|
2020
Q3 | $221K | Buy |
+11,250
| New | +$221K | 0.02% | 551 |
|