Mutual 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 | $267K | Buy |
4,615
+1,168
| +34% | +$67.5K | 0.01% | 1015 |
|
|
2025
Q1 | $203K | Sell |
3,447
-1,087
| -24% | -$64.2K | 0.01% | 1026 |
|
|
2024
Q4 | $268K | Buy |
4,534
+1
| +0% | +$59 | 0.01% | 921 |
|
|
2024
Q3 | $239K | Buy |
+4,533
| New | +$239K | 0.01% | 987 |
|
|
2024
Q2 | – | Sell |
-5,173
| Closed | -$202K | – | 1165 |
|
|
2024
Q1 | $202K | Buy |
+5,173
| New | +$202K | 0.01% | 1043 |
|
|
2023
Q3 | – | Sell |
-53,192
| Closed | -$1.74M | – | 1057 |
|
|
2023
Q2 | $1.74M | Sell |
53,192
-43,529
| -45% | -$1.42M | 0.07% | 285 |
|
|
2023
Q1 | $2.89M | Buy |
96,721
+1,278
| +1% | +$38.2K | 0.12% | 176 |
|
|
2022
Q4 | $3.14M | Buy |
95,443
+134
| +0.1% | +$4.41K | 0.14% | 152 |
|
|
2022
Q3 | $2.73M | Buy |
95,309
+52
| +0.1% | +$1.49K | 0.14% | 148 |
|
|
2022
Q2 | $2.97M | Buy |
95,257
+1,113
| +1% | +$34.7K | 0.2% | 115 |
|
|
2022
Q1 | $3.15M | Sell |
94,144
-7,522
| -7% | -$251K | 0.18% | 127 |
|
|
2021
Q4 | $2.65M | Buy |
101,666
+886
| +0.9% | +$23.1K | 0.14% | 176 |
|
|
2021
Q3 | $2.61M | Buy |
100,780
+804
| +0.8% | +$20.9K | 0.15% | 167 |
|
|
2021
Q2 | $2.65M | Buy |
99,976
+879
| +0.9% | +$23.3K | 0.16% | 165 |
|
|
2021
Q1 | $2.35M | Buy |
+99,097
| New | +$2.35M | 0.16% | 158 |
|