Parallel Advisors’s Williams Companies WMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
12,742
+500
+4% +$31.4K 0.02% 483
2025
Q1
$731K Sell
12,242
-338
-3% -$20.2K 0.02% 469
2024
Q4
$681K Buy
12,580
+635
+5% +$34.4K 0.02% 493
2024
Q3
$545K Buy
11,945
+1,182
+11% +$54K 0.01% 541
2024
Q2
$457K Sell
10,763
-1,249
-10% -$53.1K 0.01% 564
2024
Q1
$468K Buy
12,012
+1,663
+16% +$64.8K 0.01% 559
2023
Q4
$360K Sell
10,349
-247
-2% -$8.6K 0.01% 590
2023
Q3
$357K Buy
10,596
+584
+6% +$19.7K 0.01% 563
2023
Q2
$327K Buy
10,012
+1,021
+11% +$33.3K 0.01% 597
2023
Q1
$268K Buy
8,991
+561
+7% +$16.8K 0.01% 641
2022
Q4
$277K Sell
8,430
-770
-8% -$25.3K 0.01% 581
2022
Q3
$263K Sell
9,200
-694
-7% -$19.8K 0.01% 584
2022
Q2
$309K Buy
9,894
+690
+7% +$21.5K 0.01% 526
2022
Q1
$310K Sell
9,204
-102
-1% -$3.44K 0.01% 568
2021
Q4
$242K Buy
9,306
+640
+7% +$16.6K 0.01% 668
2021
Q3
$225K Buy
8,666
+1,623
+23% +$42.1K 0.01% 664
2021
Q2
$187K Buy
7,043
+1,381
+24% +$36.7K 0.01% 698
2021
Q1
$134K Sell
5,662
-11
-0.2% -$260 0.01% 766
2020
Q4
$114K Sell
5,673
-886
-14% -$17.8K 0.01% 757
2020
Q3
$129K Buy
6,559
+165
+3% +$3.25K 0.01% 678
2020
Q2
$121K Sell
6,394
-342
-5% -$6.47K 0.01% 696
2020
Q1
$95K Buy
6,736
+2,652
+65% +$37.4K 0.01% 691
2019
Q4
$97K Buy
4,084
+315
+8% +$7.48K 0.01% 776
2019
Q3
$91K Buy
3,769
+1,080
+40% +$26.1K 0.01% 743
2019
Q2
$75K Buy
2,689
+421
+19% +$11.7K 0.01% 752
2019
Q1
$65K Sell
2,268
-1,275
-36% -$36.5K 0.01% 765
2018
Q4
$78K Buy
3,543
+1,199
+51% +$26.4K 0.01% 615
2018
Q3
$64K Buy
2,344
+439
+23% +$12K 0.01% 727
2018
Q2
$51K Sell
1,905
-2,372
-55% -$63.5K 0.01% 723
2018
Q1
$106K Sell
4,277
-1,272
-23% -$31.5K 0.02% 479
2017
Q4
$169K Sell
5,549
-22
-0.4% -$670 0.03% 354
2017
Q3
$157K Hold
5,571
0.03% 369
2017
Q2
$177K Buy
5,571
+925
+20% +$29.4K 0.03% 338
2017
Q1
$143K Buy
4,646
+2,573
+124% +$79.2K 0.03% 364
2016
Q4
$65K Buy
+2,073
New +$65K 0.02% 508