NewEdge 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 | $14.6M | Sell |
232,380
-5,577
| -2% | -$350K | 0.08% | 263 |
|
|
2025
Q1 | $14.2M | Buy |
237,957
+2,220
| +0.9% | +$133K | 0.08% | 242 |
|
|
2024
Q4 | $12.8M | Sell |
235,737
-6,410
| -3% | -$347K | 0.08% | 259 |
|
|
2024
Q3 | $11.1M | Buy |
242,147
+34,518
| +17% | +$1.58M | 0.07% | 268 |
|
|
2024
Q2 | $8.82M | Buy |
207,629
+34,870
| +20% | +$1.48M | 0.06% | 300 |
|
|
2024
Q1 | $6.73M | Sell |
172,759
-4,675
| -3% | -$182K | 0.06% | 313 |
|
|
2023
Q4 | $6.11M | Sell |
177,434
-19,883
| -10% | -$684K | 0.06% | 309 |
|
|
2023
Q3 | $6.65M | Buy |
197,317
+9,085
| +5% | +$306K | 0.07% | 263 |
|
|
2023
Q2 | $6.14M | Buy |
188,232
+9,033
| +5% | +$295K | 0.07% | 278 |
|
|
2023
Q1 | $5.35M | Buy |
179,199
+17,262
| +11% | +$515K | 0.07% | 289 |
|
|
2022
Q4 | $3.52M | Buy |
161,937
+27,067
| +20% | +$589K | 0.1% | 231 |
|
|
2022
Q3 | $3.86M | Buy |
134,870
+32,521
| +32% | +$931K | 0.06% | 278 |
|
|
2022
Q2 | $3.2M | Buy |
102,349
+2,405
| +2% | +$75.1K | 0.05% | 328 |
|
|
2022
Q1 | $3.34M | Buy |
99,944
+14,943
| +18% | +$499K | 0.05% | 312 |
|
|
2021
Q4 | $2.21M | Buy |
85,001
+73,117
| +615% | +$1.9M | 0.03% | 416 |
|
|
2021
Q3 | $308K | Buy |
11,884
+955
| +9% | +$24.8K | 0.01% | 890 |
|
|
2021
Q2 | $290K | Buy |
10,929
+918
| +9% | +$24.4K | 0.01% | 921 |
|
|
2021
Q1 | $237K | Buy |
+10,011
| New | +$237K | 0.01% | 888 |
|
|
2019
Q4 | – | Sell |
-8,435
| Closed | -$201K | – | 873 |
|
|
2019
Q3 | $201K | Buy |
+8,435
| New | +$201K | 0.01% | 752 |
|
|
2019
Q2 | – | Sell |
-14,460
| Closed | -$415K | – | 706 |
|
|
2019
Q1 | $415K | Sell |
14,460
-1,422
| -9% | -$40.8K | 0.03% | 442 |
|
|
2018
Q4 | $350 | Buy |
15,882
+1,810
| +13% | +$40 | 0.02% | 449 |
|
|
2018
Q3 | $383K | Buy |
+14,072
| New | +$383K | 0.03% | 430 |
|
|
2017
Q3 | – | Sell |
-2,638
| Closed | -$80.3K | – | 1128 |
|
|
2017
Q2 | $80.3K | Buy |
+2,638
| New | +$80.3K | 0.01% | 454 |
|