OneDigital 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 | $1.06M | Sell |
16,915
-1,071
| -6% | -$67.3K | 0.01% | 625 |
|
|
2025
Q1 | $1.07M | Sell |
17,986
-3,010
| -14% | -$180K | 0.01% | 583 |
|
|
2024
Q4 | $1.14M | Sell |
20,996
-47
| -0.2% | -$2.54K | 0.01% | 589 |
|
|
2024
Q3 | $961K | Buy |
21,043
+8,257
| +65% | +$377K | 0.01% | 667 |
|
|
2024
Q2 | $543K | Buy |
12,786
+2,555
| +25% | +$109K | 0.01% | 865 |
|
|
2024
Q1 | $399K | Sell |
10,231
-19,698
| -66% | -$768K | 0.01% | 821 |
|
|
2023
Q4 | $1.04M | Buy |
29,929
+21,383
| +250% | +$745K | 0.02% | 463 |
|
|
2023
Q3 | $288K | Sell |
8,546
-24
| -0.3% | -$809 | 0.01% | 818 |
|
|
2023
Q2 | $280K | Buy |
8,570
+225
| +3% | +$7.34K | 0.01% | 857 |
|
|
2023
Q1 | $249K | Sell |
8,345
-1,005
| -11% | -$30K | 0.01% | 837 |
|
|
2022
Q4 | $308K | Buy |
9,350
+1,158
| +14% | +$38.1K | 0.01% | 664 |
|
|
2022
Q3 | $235K | Sell |
8,192
-1,695
| -17% | -$48.6K | 0.01% | 664 |
|
|
2022
Q2 | $309K | Buy |
9,887
+74
| +0.8% | +$2.31K | 0.01% | 548 |
|
|
2022
Q1 | $328K | Buy |
9,813
+1,237
| +14% | +$41.3K | 0.01% | 564 |
|
|
2021
Q4 | $223K | Sell |
8,576
-232
| -3% | -$6.03K | 0.01% | 683 |
|
|
2021
Q3 | $228K | Buy |
+8,808
| New | +$228K | 0.01% | 641 |
|
|
2019
Q3 | – | Sell |
-1,981
| Closed | -$56K | – | 1118 |
|
|
2019
Q2 | $56K | Buy |
1,981
+6
| +0.3% | +$170 | ﹤0.01% | 549 |
|
|
2019
Q1 | $57K | Buy |
1,975
+405
| +26% | +$11.7K | 0.01% | 475 |
|
|
2018
Q4 | $35K | Sell |
1,570
-2,211
| -58% | -$49.3K | 0.01% | 534 |
|
|
2018
Q3 | $103K | Buy |
3,781
+671
| +22% | +$18.3K | 0.02% | 267 |
|
|
2018
Q2 | $85K | Sell |
3,110
-110
| -3% | -$3.01K | 0.02% | 366 |
|
|
2018
Q1 | $80K | Hold |
3,220
| – | – | 0.02% | 395 |
|
|
2017
Q4 | $99K | Buy |
3,220
+1,757
| +120% | +$54K | 0.01% | 340 |
|
|
2017
Q3 | $44K | Sell |
1,463
-1,657
| -53% | -$49.8K | 0.02% | 417 |
|
|
2017
Q2 | $94K | Buy |
+3,120
| New | +$94K | 0.03% | 326 |
|