Northwestern Mutual Wealth Management’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 | $4.1M | Buy |
65,233
+7,635
| +13% | +$480K | ﹤0.01% | 741 |
|
2025
Q1 | $3.44M | Buy |
57,598
+7,864
| +16% | +$470K | ﹤0.01% | 765 |
|
2024
Q4 | $2.69M | Buy |
49,734
+11,761
| +31% | +$637K | ﹤0.01% | 777 |
|
2024
Q3 | $1.73M | Buy |
37,973
+1,419
| +4% | +$64.8K | ﹤0.01% | 897 |
|
2024
Q2 | $1.55M | Buy |
36,554
+353
| +1% | +$15K | ﹤0.01% | 896 |
|
2024
Q1 | $1.41M | Buy |
36,201
+6,318
| +21% | +$246K | ﹤0.01% | 895 |
|
2023
Q4 | $1.04M | Sell |
29,883
-779
| -3% | -$27.1K | ﹤0.01% | 964 |
|
2023
Q3 | $1.03M | Sell |
30,662
-493
| -2% | -$16.6K | ﹤0.01% | 931 |
|
2023
Q2 | $1.02M | Sell |
31,155
-8,428
| -21% | -$275K | ﹤0.01% | 927 |
|
2023
Q1 | $1.18M | Buy |
39,583
+4,200
| +12% | +$125K | ﹤0.01% | 846 |
|
2022
Q4 | $1.16M | Buy |
35,383
+4,916
| +16% | +$162K | ﹤0.01% | 821 |
|
2022
Q3 | $873K | Buy |
30,467
+2,589
| +9% | +$74.2K | ﹤0.01% | 871 |
|
2022
Q2 | $870K | Buy |
27,878
+8,321
| +43% | +$260K | ﹤0.01% | 861 |
|
2022
Q1 | $652K | Buy |
19,557
+902
| +5% | +$30.1K | ﹤0.01% | 987 |
|
2021
Q4 | $486K | Sell |
18,655
-816
| -4% | -$21.3K | ﹤0.01% | 1089 |
|
2021
Q3 | $506K | Sell |
19,471
-11,046
| -36% | -$287K | ﹤0.01% | 986 |
|
2021
Q2 | $810K | Buy |
30,517
+16,021
| +111% | +$425K | ﹤0.01% | 820 |
|
2021
Q1 | $343K | Buy |
14,496
+3,827
| +36% | +$90.6K | ﹤0.01% | 1049 |
|
2020
Q4 | $214K | Buy |
10,669
+2,116
| +25% | +$42.4K | ﹤0.01% | 1126 |
|
2020
Q3 | $168K | Sell |
8,553
-2,740
| -24% | -$53.8K | ﹤0.01% | 1087 |
|
2020
Q2 | $215K | Buy |
11,293
+234
| +2% | +$4.46K | ﹤0.01% | 942 |
|
2020
Q1 | $157K | Buy |
11,059
+3,064
| +38% | +$43.5K | ﹤0.01% | 970 |
|
2019
Q4 | $190K | Sell |
7,995
-140
| -2% | -$3.33K | ﹤0.01% | 974 |
|
2019
Q3 | $196K | Sell |
8,135
-1,154
| -12% | -$27.8K | ﹤0.01% | 904 |
|
2019
Q2 | $260K | Sell |
9,289
-1,611
| -15% | -$45.1K | ﹤0.01% | 809 |
|
2019
Q1 | $313K | Sell |
10,900
-19,632
| -64% | -$564K | ﹤0.01% | 733 |
|
2018
Q4 | $673K | Buy |
30,532
+23,904
| +361% | +$527K | ﹤0.01% | 499 |
|
2018
Q3 | $180K | Buy |
6,628
+1,345
| +25% | +$36.5K | ﹤0.01% | 835 |
|
2018
Q2 | $143K | Buy |
5,283
+169
| +3% | +$4.57K | ﹤0.01% | 874 |
|
2018
Q1 | $127K | Buy |
5,114
+549
| +12% | +$13.6K | ﹤0.01% | 883 |
|
2017
Q4 | $139K | Buy |
4,565
+1,304
| +40% | +$39.7K | ﹤0.01% | 838 |
|
2017
Q3 | $98K | Sell |
3,261
-1,001
| -23% | -$30.1K | ﹤0.01% | 892 |
|
2017
Q2 | $129K | Sell |
4,262
-1,254
| -23% | -$38K | ﹤0.01% | 802 |
|
2017
Q1 | $163K | Buy |
5,516
+1,534
| +39% | +$45.3K | ﹤0.01% | 694 |
|
2016
Q4 | $124K | Buy |
+3,982
| New | +$124K | ﹤0.01% | 768 |
|
2016
Q3 | – | Sell |
-6,736
| Closed | -$146K | – | 1533 |
|
2016
Q2 | $146K | Sell |
6,736
-5,073
| -43% | -$110K | ﹤0.01% | 640 |
|
2016
Q1 | $189K | Buy |
11,809
+3,128
| +36% | +$50.1K | ﹤0.01% | 577 |
|
2015
Q4 | $223K | Sell |
8,681
-643
| -7% | -$16.5K | ﹤0.01% | 491 |
|
2015
Q3 | $344K | Sell |
9,324
-4,892
| -34% | -$180K | 0.01% | 403 |
|
2015
Q2 | $816K | Sell |
14,216
-3,054
| -18% | -$175K | 0.02% | 273 |
|
2015
Q1 | $874K | Buy |
17,270
+787
| +5% | +$39.8K | 0.02% | 253 |
|
2014
Q4 | $741K | Sell |
16,483
-1,210
| -7% | -$54.4K | 0.02% | 261 |
|
2014
Q3 | $980K | Buy |
17,693
+3,238
| +22% | +$179K | 0.03% | 229 |
|
2014
Q2 | $841K | Sell |
14,455
-3,226
| -18% | -$188K | 0.03% | 227 |
|
2014
Q1 | $717K | Sell |
17,681
-212
| -1% | -$8.6K | 0.03% | 241 |
|
2013
Q4 | $691K | Buy |
17,893
+1,194
| +7% | +$46.1K | 0.03% | 239 |
|
2013
Q3 | $607K | Sell |
16,699
-967
| -5% | -$35.2K | 0.03% | 236 |
|
2013
Q2 | $574K | Buy |
+17,666
| New | +$574K | 0.03% | 238 |
|