Marcum 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
Q1 | $986K | Sell |
16,493
-2,349
| -12% | -$140K | 0.09% | 115 |
|
|
2024
Q4 | $1.02M | Sell |
18,842
-5,753
| -23% | -$311K | 0.09% | 111 |
|
|
2024
Q3 | $1.12M | Sell |
24,595
-1,571
| -6% | -$71.7K | 0.1% | 97 |
|
|
2024
Q2 | $1.11M | Buy |
26,166
+292
| +1% | +$12.4K | 0.11% | 93 |
|
|
2024
Q1 | $1.01M | Sell |
25,874
-155
| -0.6% | -$6.04K | 0.1% | 101 |
|
|
2023
Q4 | $907K | Buy |
26,029
+1,195
| +5% | +$41.6K | 0.1% | 104 |
|
|
2023
Q3 | $837K | Sell |
24,834
-4,698
| -16% | -$158K | 0.1% | 103 |
|
|
2023
Q2 | $964K | Buy |
29,532
+620
| +2% | +$20.2K | 0.11% | 92 |
|
|
2023
Q1 | $863K | Buy |
28,912
+56
| +0.2% | +$1.67K | 0.11% | 110 |
|
|
2022
Q4 | $949K | Buy |
28,856
+4,065
| +16% | +$134K | 0.13% | 90 |
|
|
2022
Q3 | $710K | Buy |
24,791
+51
| +0.2% | +$1.46K | 0.11% | 118 |
|
|
2022
Q2 | $772K | Buy |
24,740
+867
| +4% | +$27.1K | 0.12% | 112 |
|
|
2022
Q1 | $798K | Buy |
23,873
+2,863
| +14% | +$95.7K | 0.11% | 118 |
|
|
2021
Q4 | $547K | Buy |
21,010
+374
| +2% | +$9.74K | 0.08% | 161 |
|
|
2021
Q3 | $535K | Buy |
20,636
+2,086
| +11% | +$54.1K | 0.08% | 146 |
|
|
2021
Q2 | $493K | Buy |
18,550
+2,991
| +19% | +$79.5K | 0.08% | 150 |
|
|
2021
Q1 | $369K | Buy |
+15,559
| New | +$369K | 0.06% | 185 |
|