Lindbrook Capital’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.01M | Sell |
33,625
-11,541
| -26% | -$690K | 0.19% | 73 |
|
|
2024
Q4 | $2.44M | Sell |
45,166
-4,652
| -9% | -$252K | 0.22% | 63 |
|
|
2024
Q3 | $2.27M | Sell |
49,818
-7,008
| -12% | -$320K | 0.2% | 70 |
|
|
2024
Q2 | $2.42M | Buy |
56,826
+1,828
| +3% | +$77.7K | 0.23% | 64 |
|
|
2024
Q1 | $2.14M | Buy |
54,998
+6,175
| +13% | +$241K | 0.2% | 73 |
|
|
2023
Q4 | $1.7M | Sell |
48,823
-2,104
| -4% | -$73.3K | 0.17% | 79 |
|
|
2023
Q3 | $1.72M | Sell |
50,927
-2,570
| -5% | -$86.6K | 0.19% | 75 |
|
|
2023
Q2 | $1.75M | Buy |
53,497
+10,530
| +25% | +$344K | 0.19% | 79 |
|
|
2023
Q1 | $1.28M | Sell |
42,967
-4,256
| -9% | -$127K | 0.15% | 91 |
|
|
2022
Q4 | $1.55M | Buy |
47,223
+382
| +0.8% | +$12.6K | 0.19% | 85 |
|
|
2022
Q3 | $1.34M | Buy |
46,841
+3,883
| +9% | +$111K | 0.23% | 57 |
|
|
2022
Q2 | $1.34M | Buy |
42,958
+913
| +2% | +$28.5K | 0.22% | 59 |
|
|
2022
Q1 | $1.41M | Buy |
42,045
+4,915
| +13% | +$164K | 0.22% | 62 |
|
|
2021
Q4 | $967K | Buy |
37,130
+34,611
| +1,374% | +$901K | 0.15% | 85 |
|
|
2021
Q3 | $65K | Buy |
2,519
+56
| +2% | +$1.45K | 0.02% | 374 |
|
|
2021
Q2 | $65K | Buy |
2,463
+50
| +2% | +$1.32K | 0.01% | 398 |
|
|
2021
Q1 | $57K | Buy |
2,413
+316
| +15% | +$7.47K | 0.01% | 401 |
|
|
2020
Q4 | $42K | Buy |
2,097
+40
| +2% | +$801 | 0.01% | 456 |
|
|
2020
Q3 | $40K | Sell |
2,057
-879
| -30% | -$17.1K | 0.01% | 418 |
|
|
2020
Q2 | $56K | Sell |
2,936
-268
| -8% | -$5.11K | 0.02% | 344 |
|
|
2020
Q1 | $45K | Buy |
3,204
+701
| +28% | +$9.85K | 0.02% | 349 |
|
|
2019
Q4 | $59K | Sell |
2,503
-383
| -13% | -$9.03K | 0.02% | 395 |
|
|
2019
Q3 | $69K | Buy |
2,886
+461
| +19% | +$11K | 0.03% | 318 |
|
|
2019
Q2 | $67K | Buy |
2,425
+450
| +23% | +$12.4K | 0.03% | 329 |
|
|
2019
Q1 | $56K | Sell |
1,975
-260
| -12% | -$7.37K | 0.02% | 363 |
|
|
2018
Q4 | $49K | Buy |
+2,235
| New | +$49K | 0.02% | 351 |
|