Optimum Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $177K | Hold |
2,792
| – | – | 0.07% | 201 |
|
|
2025
Q2 | $175K | Hold |
2,792
| – | – | 0.08% | 192 |
|
|
2025
Q1 | $167K | Hold |
2,792
| – | – | 0.08% | 189 |
|
|
2024
Q4 | $151K | Hold |
2,792
| – | – | 0.07% | 208 |
|
|
2024
Q3 | $127K | Sell |
2,792
-293
| -9% | -$12.9K | 0.06% | 240 |
|
|
2024
Q2 | $131K | Hold |
3,085
| – | – | 0.06% | 229 |
|
|
2024
Q1 | $120K | Hold |
3,085
| – | – | 0.06% | 251 |
|
|
2023
Q4 | $107K | Buy |
3,085
+1,792
| +139% | +$62.9K | 0.05% | 250 |
|
|
2023
Q3 | $43.6K | Hold |
1,293
| – | – | 0.02% | 377 |
|
|
2023
Q2 | $42.2K | Hold |
1,293
| – | – | 0.02% | 394 |
|
|
2023
Q1 | $38.6K | Hold |
1,293
| – | – | 0.02% | 405 |
|
|
2022
Q4 | $42.5K | Hold |
1,293
| – | – | 0.02% | 399 |
|
|
2022
Q3 | $37K | Hold |
1,293
| – | – | 0.02% | 427 |
|
|
2022
Q2 | $40K | Hold |
1,293
| – | – | 0.02% | 434 |
|
|
2022
Q1 | $43K | Hold |
1,293
| – | – | 0.02% | 465 |
|
|
2021
Q4 | $34K | Hold |
1,293
| – | – | 0.01% | 529 |
|
|
2021
Q3 | $34K | Hold |
1,293
| – | – | 0.01% | 525 |
|
|
2021
Q2 | $34K | Hold |
1,293
| – | – | 0.01% | 589 |
|
|
2021
Q1 | $31K | Hold |
1,293
| – | – | 0.01% | 596 |
|
|
2020
Q4 | $26K | Hold |
1,293
| – | – | 0.01% | 591 |
|
|
2020
Q3 | $25K | Hold |
1,293
| – | – | 0.01% | 572 |
|
|
2020
Q2 | $25K | Hold |
1,293
| – | – | 0.01% | 566 |
|
|
2020
Q1 | $18K | Hold |
1,293
| – | – | 0.01% | 603 |
|
|
2019
Q4 | $31K | Sell |
1,293
-310
| -19% | -$7.1K | 0.01% | 605 |
|
|
2019
Q3 | $39K | Buy |
1,603
+310
| +24% | +$7.82K | 0.01% | 553 |
|
|
2019
Q2 | $36K | Hold |
1,293
| – | – | 0.01% | 573 |
|
|
2019
Q1 | $37K | Hold |
1,293
| – | – | 0.01% | 572 |
|
|
2018
Q4 | $29K | Hold |
1,293
| – | – | 0.01% | 577 |
|
|
2018
Q3 | $35K | Buy |
1,293
+676
| +110% | +$19.6K | 0.01% | 617 |
|
|
2018
Q2 | $17K | Hold |
617
| – | – | ﹤0.01% | 770 |
|
|
2018
Q1 | $15K | Buy |
+617
| New | +$18.2K | ﹤0.01% | 763 |
|
|
2015
Q1 | $62K | Buy |
1,225
+674
| +122% | +$31.2K | 0.02% | 466 |
|
|
2014
Q4 | $25K | Buy |
551
+1
| +0.2% | +$51 | 0.01% | 666 |
|
|
2014
Q3 | $30K | Hold |
550
| – | – | 0.01% | 574 |
|
|
2014
Q2 | $32K | Hold |
550
| – | – | 0.01% | 574 |
|
|
2014
Q1 | $22K | Buy |
550
+50
| +10% | +$2.03K | 0.01% | 504 |
|
|
2013
Q4 | $19K | Hold |
500
| – | – | 0.01% | 529 |
|
|
2013
Q3 | $18K | Buy |
+500
| New | +$17.5K | 0.01% | 518 |
|
Other funds holding WMB
Optimum Investment Advisors's WMB Position: Q3 2025 in Review
Optimum Investment Advisors held its Williams Companies (WMB) position steady in Q3 2025 at 2,792 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #201.
Optimum Investment Advisors first reported a position in WMB in Q3 2013 and has held it in 38 quarters since. 1,611 funds tracked by Wall St. Rank hold WMB as of Q3 2025.
- Optimum Investment Advisors held 2,792 shares of Williams Companies worth $177K as of Q3 2025.
- Optimum Investment Advisors left its Williams Companies share count unchanged in Q3 2025.
- Williams Companies made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #201 holding.
- Optimum Investment Advisors first reported a position in Williams Companies in Q3 2013 and has held it in 38 quarters since.
- 1,611 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.