Moneta Group Investment 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 | $4.15M | Buy |
66,127
+208
| +0.3% | +$13.1K | 0.05% | 149 |
|
|
2025
Q1 | $3.94M | Buy |
65,919
+666
| +1% | +$39.8K | 0.05% | 150 |
|
|
2024
Q4 | $3.53M | Buy |
65,253
+2,089
| +3% | +$113K | 0.05% | 151 |
|
|
2024
Q3 | $2.88M | Sell |
63,164
-71
| -0.1% | -$3.24K | 0.04% | 163 |
|
|
2024
Q2 | $2.69M | Buy |
63,235
+1,270
| +2% | +$54K | 0.04% | 166 |
|
|
2024
Q1 | $2.41M | Sell |
61,965
-7,446
| -11% | -$290K | 0.04% | 175 |
|
|
2023
Q4 | $2.42M | Buy |
69,411
+2,803
| +4% | +$97.6K | 0.05% | 157 |
|
|
2023
Q3 | $2.24M | Buy |
66,608
+460
| +0.7% | +$15.5K | 0.05% | 157 |
|
|
2023
Q2 | $2.16M | Buy |
66,148
+368
| +0.6% | +$12K | 0.05% | 157 |
|
|
2023
Q1 | $1.96M | Sell |
65,780
-1,165
| -2% | -$34.8K | 0.05% | 160 |
|
|
2022
Q4 | $2.16M | Buy |
66,945
+1,349
| +2% | +$43.5K | 0.06% | 141 |
|
|
2022
Q3 | $1.88M | Sell |
65,596
-3,292
| -5% | -$94.2K | 0.07% | 139 |
|
|
2022
Q2 | $2.15M | Buy |
68,888
+2,022
| +3% | +$63.1K | 0.07% | 139 |
|
|
2022
Q1 | $2.23M | Buy |
66,866
+238
| +0.4% | +$7.95K | 0.09% | 130 |
|
|
2021
Q4 | $1.74M | Sell |
66,628
-180
| -0.3% | -$4.69K | 0.07% | 146 |
|
|
2021
Q3 | $1.73M | Sell |
66,808
-160
| -0.2% | -$4.15K | 0.08% | 137 |
|
|
2021
Q2 | $1.78M | Buy |
66,968
+653
| +1% | +$17.3K | 0.08% | 143 |
|
|
2021
Q1 | $1.57M | Sell |
66,315
-19
| -0% | -$450 | 0.08% | 143 |
|
|
2020
Q4 | $1.33M | Buy |
66,334
+5,723
| +9% | +$115K | 0.1% | 128 |
|
|
2020
Q3 | $1.19M | Buy |
+60,611
| New | +$1.19M | 0.1% | 113 |
|
|
2018
Q2 | – | Sell |
-389
| Closed | – | – | 637 |
|
|
2018
Q1 | $0 | Buy |
389
+381
| +4,763% | – | ﹤0.01% | 724 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 555 |
|
|
2015
Q4 | – | Sell |
-5,410
| Closed | -$199K | – | 421 |
|
|
2015
Q3 | $199K | Sell |
5,410
-130
| -2% | -$4.78K | 0.06% | 126 |
|
|
2015
Q2 | $318K | Sell |
5,540
-2,962
| -35% | -$170K | 0.1% | 99 |
|
|
2015
Q1 | $430K | Sell |
8,502
-1,108
| -12% | -$56K | 0.18% | 98 |
|
|
2014
Q4 | $432K | Sell |
9,610
-1,018
| -10% | -$45.8K | 0.21% | 84 |
|
|
2014
Q3 | $588K | Buy |
10,628
+2,903
| +38% | +$161K | 0.31% | 58 |
|
|
2014
Q2 | $450K | Buy |
7,725
+1,500
| +24% | +$87.4K | 0.24% | 69 |
|
|
2014
Q1 | $253K | Buy |
+6,225
| New | +$253K | 0.15% | 100 |
|