Linscomb Wealth’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 | $11.7M | Buy |
185,565
+2,081
| +1% | +$131K | 0.54% | 39 |
|
|
2025
Q1 | $11M | Sell |
183,484
-2,519
| -1% | -$151K | 0.55% | 40 |
|
|
2024
Q4 | $10.1M | Sell |
186,003
-6
| -0% | -$325 | 0.5% | 42 |
|
|
2024
Q3 | $8.49M | Sell |
186,009
-1,952
| -1% | -$89.1K | 0.42% | 57 |
|
|
2024
Q2 | $7.99M | Buy |
187,961
+1,075
| +0.6% | +$45.7K | 0.41% | 59 |
|
|
2024
Q1 | $7.28M | Buy |
186,886
+1,086
| +0.6% | +$42.3K | 0.37% | 66 |
|
|
2023
Q4 | $6.47M | Sell |
185,800
-2,566
| -1% | -$89.4K | 0.36% | 70 |
|
|
2023
Q3 | $6.35M | Sell |
188,366
-5,663
| -3% | -$191K | 0.37% | 68 |
|
|
2023
Q2 | $6.33M | Buy |
194,029
+20,339
| +12% | +$664K | 0.34% | 72 |
|
|
2023
Q1 | $5.19M | Buy |
173,690
+147,627
| +566% | +$4.41M | 0.27% | 84 |
|
|
2022
Q4 | $857K | Buy |
26,063
+4,334
| +20% | +$143K | 0.04% | 188 |
|
|
2022
Q3 | $622K | Buy |
21,729
+1,213
| +6% | +$34.7K | 0.04% | 179 |
|
|
2022
Q2 | $640K | Sell |
20,516
-2,248
| -10% | -$70.1K | 0.04% | 180 |
|
|
2022
Q1 | $761K | Sell |
22,764
-458
| -2% | -$15.3K | 0.04% | 199 |
|
|
2021
Q4 | $605K | Buy |
23,222
+49
| +0.2% | +$1.28K | 0.03% | 212 |
|
|
2021
Q3 | $601K | Sell |
23,173
-2,013
| -8% | -$52.2K | 0.03% | 204 |
|
|
2021
Q2 | $669K | Buy |
25,186
+1,444
| +6% | +$38.4K | 0.03% | 197 |
|
|
2021
Q1 | $562K | Buy |
23,742
+3,696
| +18% | +$87.5K | 0.03% | 201 |
|
|
2020
Q4 | $402K | Sell |
20,046
-2,707
| -12% | -$54.3K | 0.02% | 217 |
|
|
2020
Q3 | $447K | Buy |
22,753
+223
| +1% | +$4.38K | 0.03% | 200 |
|
|
2020
Q2 | $429K | Sell |
22,530
-2,843
| -11% | -$54.1K | 0.03% | 206 |
|
|
2020
Q1 | $359K | Sell |
25,373
-129,872
| -84% | -$1.84M | 0.03% | 307 |
|
|
2019
Q4 | $3.68M | Sell |
155,245
-5,083
| -3% | -$121K | 0.24% | 77 |
|
|
2019
Q3 | $3.86M | Buy |
160,328
+13,285
| +9% | +$320K | 0.31% | 67 |
|
|
2019
Q2 | $4.12M | Buy |
147,043
+2,867
| +2% | +$80.4K | 0.34% | 60 |
|
|
2019
Q1 | $4.14M | Buy |
144,176
+12,911
| +10% | +$371K | 0.35% | 55 |
|
|
2018
Q4 | $2.89M | Sell |
131,265
-29,234
| -18% | -$645K | 0.27% | 67 |
|
|
2018
Q3 | $4.36M | Buy |
160,499
+23,711
| +17% | +$645K | 0.36% | 51 |
|
|
2018
Q2 | $3.71M | Buy |
+136,788
| New | +$3.71M | 0.32% | 55 |
|
|
2018
Q1 | – | Sell |
-7,910
| Closed | -$241K | – | 278 |
|
|
2017
Q4 | $241K | Buy |
7,910
+16
| +0.2% | +$487 | 0.02% | 245 |
|
|
2017
Q3 | $237K | Buy |
7,894
+15
| +0.2% | +$450 | 0.02% | 238 |
|
|
2017
Q2 | $239K | Buy |
7,879
+17
| +0.2% | +$516 | 0.02% | 233 |
|
|
2017
Q1 | $233K | Buy |
7,862
+416
| +6% | +$12.3K | 0.02% | 226 |
|
|
2016
Q4 | $232K | Sell |
7,446
-232
| -3% | -$7.23K | 0.02% | 239 |
|
|
2016
Q3 | $236K | Buy |
+7,678
| New | +$236K | 0.02% | 224 |
|
|
2016
Q1 | – | Sell |
-11,815
| Closed | -$304K | – | 264 |
|
|
2015
Q4 | $304K | Sell |
11,815
-37,835
| -76% | -$973K | 0.03% | 205 |
|
|
2015
Q3 | $1.83M | Buy |
49,650
+1,984
| +4% | +$73.1K | 0.22% | 71 |
|
|
2015
Q2 | $2.74M | Buy |
47,666
+1,115
| +2% | +$64K | 0.3% | 53 |
|
|
2015
Q1 | $2.36M | Buy |
46,551
+3,966
| +9% | +$201K | 0.25% | 68 |
|
|
2014
Q4 | $1.91M | Buy |
42,585
+310
| +0.7% | +$13.9K | 0.21% | 81 |
|
|
2014
Q3 | $2.34M | Buy |
42,275
+71
| +0.2% | +$3.93K | 0.26% | 60 |
|
|
2014
Q2 | $2.46M | Buy |
42,204
+2,933
| +7% | +$171K | 0.26% | 57 |
|
|
2014
Q1 | $1.59M | Sell |
39,271
-2,687
| -6% | -$109K | 0.18% | 82 |
|
|
2013
Q4 | $1.62M | Buy |
41,958
+13,782
| +49% | +$531K | 0.2% | 72 |
|
|
2013
Q3 | $1.02M | Buy |
28,176
+1,177
| +4% | +$42.8K | 0.13% | 86 |
|
|
2013
Q2 | $877K | Buy |
+26,999
| New | +$877K | 0.12% | 93 |
|