MCF Advisors’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 | $272K | Buy |
4,337
+7
| +0.2% | +$440 | 0.02% | 201 |
|
2025
Q1 | $259K | Sell |
4,330
-163
| -4% | -$9.74K | 0.02% | 199 |
|
2024
Q4 | $243K | Buy |
4,493
+1
| +0% | +$54 | 0.02% | 207 |
|
2024
Q3 | $205K | Buy |
4,492
+40
| +0.9% | +$1.83K | 0.01% | 230 |
|
2024
Q2 | $189K | Buy |
4,452
+56
| +1% | +$2.38K | 0.01% | 235 |
|
2024
Q1 | $171K | Buy |
4,396
+40
| +0.9% | +$1.56K | 0.01% | 245 |
|
2023
Q4 | $152K | Buy |
4,356
+397
| +10% | +$13.8K | 0.01% | 251 |
|
2023
Q3 | $133K | Buy |
3,959
+32
| +0.8% | +$1.08K | 0.01% | 251 |
|
2023
Q2 | $128K | Buy |
3,927
+2,330
| +146% | +$76K | 0.01% | 260 |
|
2023
Q1 | $47.7K | Sell |
1,597
-444
| -22% | -$13.3K | ﹤0.01% | 358 |
|
2022
Q4 | $67.2K | Buy |
2,041
+1,158
| +131% | +$38.1K | 0.01% | 315 |
|
2022
Q3 | $25K | Sell |
883
-51
| -5% | -$1.44K | ﹤0.01% | 431 |
|
2022
Q2 | $29K | Sell |
934
-117
| -11% | -$3.63K | ﹤0.01% | 397 |
|
2022
Q1 | $35K | Buy |
+1,051
| New | +$35K | ﹤0.01% | 380 |
|
2021
Q4 | – | Sell |
-520
| Closed | -$13K | – | 691 |
|
2021
Q3 | $13K | Buy |
520
+381
| +274% | +$9.53K | ﹤0.01% | 463 |
|
2021
Q2 | $4K | Sell |
139
-20
| -13% | -$576 | ﹤0.01% | 503 |
|
2021
Q1 | $4K | Buy |
+159
| New | +$4K | ﹤0.01% | 473 |
|
2018
Q4 | – | Sell |
-564
| Closed | -$15K | – | 509 |
|
2018
Q3 | $15K | Buy |
+564
| New | +$15K | ﹤0.01% | 324 |
|
2015
Q3 | – | Sell |
-119
| Closed | -$7K | – | 454 |
|
2015
Q2 | $7K | Hold |
119
| – | – | ﹤0.01% | 364 |
|
2015
Q1 | $6K | Hold |
119
| – | – | ﹤0.01% | 366 |
|
2014
Q4 | $5K | Hold |
119
| – | – | ﹤0.01% | 362 |
|
2014
Q3 | $5K | Hold |
119
| – | – | ﹤0.01% | 378 |
|
2014
Q2 | $5K | Hold |
119
| – | – | ﹤0.01% | 360 |
|
2014
Q1 | $5K | Hold |
119
| – | – | ﹤0.01% | 357 |
|
2013
Q4 | $5K | Buy |
+119
| New | +$5K | ﹤0.01% | 340 |
|