Merit 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 | $6.67M | Buy |
106,114
+19,145
| +22% | +$1.2M | 0.07% | 206 |
|
|
2025
Q1 | $5.2M | Buy |
86,969
+3,360
| +4% | +$201K | 0.08% | 217 |
|
|
2024
Q4 | $4.52M | Buy |
83,609
+8,928
| +12% | +$483K | 0.08% | 204 |
|
|
2024
Q3 | $3.41M | Sell |
74,681
-10,153
| -12% | -$463K | 0.08% | 203 |
|
|
2024
Q2 | $3.61M | Sell |
84,834
-493
| -0.6% | -$21K | 0.08% | 191 |
|
|
2024
Q1 | $3.3M | Buy |
85,327
+569
| +0.7% | +$22K | 0.08% | 197 |
|
|
2023
Q4 | $2.95M | Buy |
84,758
+4,734
| +6% | +$165K | 0.09% | 150 |
|
|
2023
Q3 | $2.7M | Sell |
80,024
-1,673
| -2% | -$56.4K | 0.09% | 176 |
|
|
2023
Q2 | $2.67M | Buy |
81,697
+5,962
| +8% | +$195K | 0.09% | 181 |
|
|
2023
Q1 | $2.26M | Buy |
75,735
+1,252
| +2% | +$37.4K | 0.08% | 186 |
|
|
2022
Q4 | $2.45M | Buy |
74,483
+33,951
| +84% | +$1.12M | 0.09% | 167 |
|
|
2022
Q3 | $1.16M | Buy |
40,532
+7,103
| +21% | +$203K | 0.05% | 225 |
|
|
2022
Q2 | $1.04M | Buy |
33,429
+3,575
| +12% | +$112K | 0.03% | 244 |
|
|
2022
Q1 | $997K | Buy |
29,854
+255
| +0.9% | +$8.52K | 0.06% | 153 |
|
|
2021
Q4 | $771K | Buy |
29,599
+352
| +1% | +$9.17K | 0.08% | 129 |
|
|
2021
Q3 | $759K | Buy |
29,247
+4,918
| +20% | +$128K | 0.08% | 125 |
|
|
2021
Q2 | $646K | Buy |
24,329
+601
| +3% | +$16K | 0.06% | 139 |
|
|
2021
Q1 | $562K | Buy |
+23,728
| New | +$562K | 0.06% | 141 |
|
|
2020
Q2 | – | Sell |
-20,326
| Closed | -$288K | – | 241 |
|
|
2020
Q1 | $288K | Buy |
20,326
+854
| +4% | +$12.1K | 0.03% | 167 |
|
|
2019
Q4 | $462K | Buy |
19,472
+4,323
| +29% | +$103K | 0.04% | 149 |
|
|
2019
Q3 | $364K | Buy |
15,149
+528
| +4% | +$12.7K | 0.04% | 106 |
|
|
2019
Q2 | $409K | Buy |
14,621
+872
| +6% | +$24.4K | 0.05% | 81 |
|
|
2019
Q1 | $394K | Buy |
13,749
+2,936
| +27% | +$84.1K | 0.05% | 82 |
|
|
2018
Q4 | $238K | Sell |
10,813
-206
| -2% | -$4.53K | 0.04% | 98 |
|
|
2018
Q3 | $299K | Buy |
+11,019
| New | +$299K | 0.05% | 96 |
|