Larson Financial Group’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 | $6.87M | Buy |
109,320
+3,898
| +4% | +$245K | 0.27% | 83 |
|
|
2025
Q1 | $6.3M | Buy |
105,422
+2,045
| +2% | +$122K | 0.3% | 68 |
|
|
2024
Q4 | $5.59M | Buy |
103,377
+42,751
| +71% | +$2.31M | 0.29% | 70 |
|
|
2024
Q3 | $2.77M | Buy |
60,626
+2,541
| +4% | +$116K | 0.16% | 120 |
|
|
2024
Q2 | $2.47M | Buy |
58,085
+1,796
| +3% | +$76.3K | 0.17% | 107 |
|
|
2024
Q1 | $2.19M | Sell |
56,289
-594
| -1% | -$23.1K | 0.17% | 108 |
|
|
2023
Q4 | $1.98M | Sell |
56,883
-731
| -1% | -$25.5K | 0.17% | 104 |
|
|
2023
Q3 | $1.94M | Sell |
57,614
-330
| -0.6% | -$11.1K | 0.19% | 99 |
|
|
2023
Q2 | $1.89M | Sell |
57,944
-2,123
| -4% | -$69.3K | 0.19% | 96 |
|
|
2023
Q1 | $1.79M | Buy |
60,067
+89
| +0.1% | +$2.66K | 0.19% | 101 |
|
|
2022
Q4 | $1.97M | Sell |
59,978
-5,710
| -9% | -$188K | 0.24% | 86 |
|
|
2022
Q3 | $1.88M | Buy |
65,688
+65,119
| +11,444% | +$1.86M | 0.27% | 61 |
|
|
2022
Q2 | $18K | Buy |
+569
| New | +$18K | ﹤0.01% | 573 |
|