LPL Financial’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 | $142M | Buy |
2,261,969
+158,981
| +8% | +$9.99M | 0.05% | 359 |
|
|
2025
Q1 | $126M | Sell |
2,102,988
-35,422
| -2% | -$2.12M | 0.05% | 356 |
|
|
2024
Q4 | $116M | Sell |
2,138,410
-325,744
| -13% | -$17.6M | 0.05% | 354 |
|
|
2024
Q3 | $112M | Sell |
2,464,154
-324,421
| -12% | -$14.8M | 0.05% | 329 |
|
|
2024
Q2 | $119M | Sell |
2,788,575
-240,892
| -8% | -$10.2M | 0.06% | 290 |
|
|
2024
Q1 | $118M | Buy |
3,029,467
+79,419
| +3% | +$3.09M | 0.06% | 270 |
|
|
2023
Q4 | $103M | Buy |
2,950,048
+167,204
| +6% | +$5.82M | 0.06% | 276 |
|
|
2023
Q3 | $93.8M | Buy |
2,782,844
+142,480
| +5% | +$4.8M | 0.07% | 263 |
|
|
2023
Q2 | $86.2M | Buy |
2,640,364
+227,600
| +9% | +$7.43M | 0.06% | 283 |
|
|
2023
Q1 | $72M | Buy |
2,412,764
+187,476
| +8% | +$5.6M | 0.06% | 313 |
|
|
2022
Q4 | $73.2M | Buy |
2,225,288
+196,353
| +10% | +$6.46M | 0.06% | 289 |
|
|
2022
Q3 | $58.1M | Buy |
2,028,935
+163,522
| +9% | +$4.68M | 0.06% | 308 |
|
|
2022
Q2 | $58.2M | Buy |
1,865,413
+219,453
| +13% | +$6.85M | 0.06% | 314 |
|
|
2022
Q1 | $55M | Buy |
1,645,960
+249,700
| +18% | +$8.34M | 0.05% | 341 |
|
|
2021
Q4 | $36.4M | Buy |
1,396,260
+138,835
| +11% | +$3.62M | 0.03% | 449 |
|
|
2021
Q3 | $32.6M | Buy |
1,257,425
+105,114
| +9% | +$2.73M | 0.03% | 442 |
|
|
2021
Q2 | $30.6M | Buy |
1,152,311
+468,684
| +69% | +$12.4M | 0.03% | 442 |
|
|
2021
Q1 | $16.2M | Buy |
683,627
+60,984
| +10% | +$1.44M | 0.02% | 617 |
|
|
2020
Q4 | $12.5M | Buy |
622,643
+64,481
| +12% | +$1.29M | 0.02% | 652 |
|
|
2020
Q3 | $11M | Buy |
558,162
+204,678
| +58% | +$4.02M | 0.02% | 601 |
|
|
2020
Q2 | $6.72M | Buy |
353,484
+18,880
| +6% | +$359K | 0.01% | 738 |
|
|
2020
Q1 | $4.74M | Buy |
334,604
+54,675
| +20% | +$774K | 0.01% | 778 |
|
|
2019
Q4 | $6.64M | Buy |
279,929
+7,892
| +3% | +$187K | 0.01% | 726 |
|
|
2019
Q3 | $6.55M | Buy |
272,037
+11,447
| +4% | +$275K | 0.01% | 685 |
|
|
2019
Q2 | $7.31M | Buy |
260,590
+17,598
| +7% | +$493K | 0.02% | 627 |
|
|
2019
Q1 | $6.98M | Buy |
242,992
+24,437
| +11% | +$702K | 0.02% | 627 |
|
|
2018
Q4 | $4.82M | Buy |
218,555
+5,171
| +2% | +$114K | 0.01% | 692 |
|
|
2018
Q3 | $5.8M | Buy |
213,384
+47,065
| +28% | +$1.28M | 0.01% | 674 |
|
|
2018
Q2 | $4.51M | Sell |
166,319
-338
| -0.2% | -$9.16K | 0.01% | 753 |
|
|
2018
Q1 | $4.14M | Buy |
166,657
+60,321
| +57% | +$1.5M | 0.01% | 769 |
|
|
2017
Q4 | $3.24M | Buy |
106,336
+17,197
| +19% | +$524K | 0.01% | 827 |
|
|
2017
Q3 | $2.68M | Buy |
89,139
+16,464
| +23% | +$494K | 0.01% | 847 |
|
|
2017
Q2 | $2.2M | Sell |
72,675
-1,100
| -1% | -$33.3K | 0.01% | 877 |
|
|
2017
Q1 | $2.2M | Sell |
73,775
-12,430
| -14% | -$371K | 0.02% | 777 |
|
|
2016
Q4 | $2.71M | Buy |
+86,205
| New | +$2.71M | 0.02% | 647 |
|
|
2016
Q2 | – | Sell |
-169,747
| Closed | -$2.51M | – | 3001 |
|
|
2016
Q1 | $2.51M | Buy |
169,747
+32,015
| +23% | +$474K | 0.01% | 1062 |
|
|
2015
Q4 | $3.63M | Buy |
137,732
+54,552
| +66% | +$1.44M | 0.01% | 861 |
|
|
2015
Q3 | $3.46M | Buy |
83,180
+14,163
| +21% | +$589K | 0.02% | 595 |
|
|
2015
Q2 | $3.94M | Sell |
69,017
-13,566
| -16% | -$775K | 0.02% | 607 |
|
|
2015
Q1 | $4.13M | Sell |
82,583
-888
| -1% | -$44.4K | 0.02% | 601 |
|
|
2014
Q4 | $3.75M | Buy |
83,471
+1,298
| +2% | +$58.3K | 0.02% | 604 |
|
|
2014
Q3 | $4.5M | Sell |
82,173
-1,264
| -2% | -$69.2K | 0.03% | 500 |
|
|
2014
Q2 | $4.86M | Sell |
83,437
-44,468
| -35% | -$2.59M | 0.03% | 486 |
|
|
2014
Q1 | $5.19M | Sell |
127,905
-3,678
| -3% | -$149K | 0.03% | 431 |
|
|
2013
Q4 | $5.08M | Buy |
131,583
+6,209
| +5% | +$239K | 0.03% | 435 |
|
|
2013
Q3 | $4.49M | Buy |
125,374
+11,378
| +10% | +$407K | 0.03% | 452 |
|
|
2013
Q2 | $3.7M | Buy |
+113,996
| New | +$3.7M | 0.03% | 479 |
|