Magnus 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 | $1.38M | Buy |
21,957
+79
| +0.4% | +$4.96K | 0.12% | 130 |
|
|
2025
Q1 | $1.31M | Hold |
21,878
| – | – | 0.13% | 129 |
|
|
2024
Q4 | $1.18M | Buy |
21,878
+5,015
| +30% | +$271K | 0.11% | 133 |
|
|
2024
Q3 | $770K | Buy |
16,863
+18
| +0.1% | +$822 | 0.08% | 171 |
|
|
2024
Q2 | $716K | Sell |
16,845
-1,055
| -6% | -$44.8K | 0.08% | 161 |
|
|
2024
Q1 | $698K | Buy |
17,900
+359
| +2% | +$14K | 0.08% | 163 |
|
|
2023
Q4 | $611K | Buy |
17,541
+160
| +0.9% | +$5.57K | 0.08% | 159 |
|
|
2023
Q3 | $586K | Buy |
17,381
+162
| +0.9% | +$5.46K | 0.09% | 148 |
|
|
2023
Q2 | $562K | Buy |
17,219
+175
| +1% | +$5.71K | 0.08% | 155 |
|
|
2023
Q1 | $509K | Buy |
17,044
+190
| +1% | +$5.67K | 0.08% | 163 |
|
|
2022
Q4 | $554K | Sell |
16,854
-4,224
| -20% | -$139K | 0.09% | 151 |
|
|
2022
Q3 | $603K | Sell |
21,078
-184
| -0.9% | -$5.26K | 0.12% | 136 |
|
|
2022
Q2 | $664K | Buy |
21,262
+229
| +1% | +$7.15K | 0.12% | 134 |
|
|
2022
Q1 | $703K | Buy |
21,033
+17
| +0.1% | +$568 | 0.12% | 133 |
|
|
2021
Q4 | $547K | Buy |
21,016
+1,120
| +6% | +$29.2K | 0.1% | 135 |
|
|
2021
Q3 | $516K | Buy |
19,896
+1,120
| +6% | +$29K | 0.11% | 129 |
|
|
2021
Q2 | $498K | Buy |
18,776
+20
| +0.1% | +$530 | 0.11% | 131 |
|
|
2021
Q1 | $444K | Sell |
18,756
-5,080
| -21% | -$120K | 0.11% | 125 |
|
|
2020
Q4 | $478K | Buy |
23,836
+234
| +1% | +$4.69K | 0.05% | 150 |
|
|
2020
Q3 | $464K | Sell |
23,602
-4,341
| -16% | -$85.3K | 0.05% | 138 |
|
|
2020
Q2 | $531K | Buy |
27,943
+9,657
| +53% | +$184K | 0.06% | 146 |
|
|
2020
Q1 | $259K | Buy |
+18,286
| New | +$259K | 0.04% | 342 |
|