NewEdge Wealth’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 | $8.33M | Buy |
143,817
+4,747
| +3% | +$275K | 0.13% | 134 |
|
|
2025
Q1 | $8.31M | Buy |
139,070
+41,252
| +42% | +$2.47M | 0.15% | 125 |
|
|
2024
Q4 | $5.29M | Buy |
97,818
+4,274
| +5% | +$231K | 0.09% | 179 |
|
|
2024
Q3 | $4.27M | Buy |
93,544
+31,621
| +51% | +$1.44M | 0.08% | 217 |
|
|
2024
Q2 | $2.63M | Buy |
61,923
+3,312
| +6% | +$141K | 0.06% | 278 |
|
|
2024
Q1 | $2.26M | Sell |
58,611
-388
| -0.7% | -$15K | 0.05% | 303 |
|
|
2023
Q4 | $2.05M | Sell |
58,999
-1,907
| -3% | -$66.4K | 0.05% | 294 |
|
|
2023
Q3 | $2.05M | Buy |
60,906
+11,237
| +23% | +$379K | 0.07% | 253 |
|
|
2023
Q2 | $1.62M | Sell |
49,669
-2,723
| -5% | -$88.9K | 0.05% | 288 |
|
|
2023
Q1 | $1.56M | Buy |
52,392
+247
| +0.5% | +$7.38K | 0.06% | 263 |
|
|
2022
Q4 | $1.72M | Buy |
52,145
+9,912
| +23% | +$326K | 0.07% | 232 |
|
|
2022
Q3 | $1.21M | Sell |
42,233
-23,255
| -36% | -$666K | 0.06% | 252 |
|
|
2022
Q2 | $2.04M | Buy |
65,488
+47,793
| +270% | +$1.49M | 0.09% | 187 |
|
|
2022
Q1 | $591K | Buy |
17,695
+49
| +0.3% | +$1.64K | 0.03% | 278 |
|
|
2021
Q4 | $460K | Buy |
17,646
+8,132
| +85% | +$212K | 0.02% | 302 |
|
|
2021
Q3 | $247K | Sell |
9,514
-512
| -5% | -$13.3K | 0.01% | 267 |
|
|
2021
Q2 | $266K | Buy |
10,026
+446
| +5% | +$11.8K | 0.02% | 251 |
|
|
2021
Q1 | $227K | Buy |
+9,580
| New | +$227K | 0.02% | 277 |
|