Patriot Financial Group Insurance Agency’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,705
| Closed | -$850K | – | 524 |
|
|
2024
Q4 | $850K | Sell |
15,705
-557
| -3% | -$30.1K | 0.11% | 206 |
|
|
2024
Q3 | $742K | Buy |
16,262
+790
| +5% | +$36.1K | 0.1% | 223 |
|
|
2024
Q2 | $658K | Buy |
15,472
+59
| +0.4% | +$2.51K | 0.1% | 228 |
|
|
2024
Q1 | $601K | Buy |
+15,413
| New | +$601K | 0.1% | 235 |
|
|
2023
Q4 | – | Sell |
-13,781
| Closed | -$464K | – | 495 |
|
|
2023
Q3 | $464K | Sell |
13,781
-383
| -3% | -$12.9K | 0.1% | 247 |
|
|
2023
Q2 | $462K | Buy |
14,164
+122
| +0.9% | +$3.98K | 0.09% | 260 |
|
|
2023
Q1 | $419K | Buy |
14,042
+1,653
| +13% | +$49.4K | 0.09% | 256 |
|
|
2022
Q4 | $408K | Buy |
12,389
+1,094
| +10% | +$36K | 0.05% | 243 |
|
|
2022
Q3 | $323K | Buy |
11,295
+869
| +8% | +$24.9K | 0.08% | 284 |
|
|
2022
Q2 | $325K | Buy |
10,426
+1,917
| +23% | +$59.8K | 0.07% | 286 |
|
|
2022
Q1 | $284K | Buy |
8,509
+1,544
| +22% | +$51.5K | 0.05% | 337 |
|
|
2021
Q4 | $181K | Buy |
6,965
+612
| +10% | +$15.9K | 0.03% | 471 |
|
|
2021
Q3 | $165K | Buy |
6,353
+1,735
| +38% | +$45.1K | 0.03% | 491 |
|
|
2021
Q2 | $123K | Buy |
4,618
+1,705
| +59% | +$45.4K | 0.02% | 563 |
|
|
2021
Q1 | $69K | Buy |
2,913
+1,304
| +81% | +$30.9K | 0.02% | 667 |
|
|
2020
Q4 | $32K | Buy |
1,609
+164
| +11% | +$3.26K | 0.01% | 837 |
|
|
2020
Q3 | $28K | Buy |
1,445
+1,343
| +1,317% | +$26K | 0.01% | 693 |
|
|
2020
Q2 | $2K | Sell |
102
-11
| -10% | -$216 | ﹤0.01% | 1435 |
|
|
2020
Q1 | $2K | Buy |
113
+18
| +19% | +$319 | ﹤0.01% | 1349 |
|
|
2019
Q4 | $2K | Sell |
95
-7
| -7% | -$147 | ﹤0.01% | 1150 |
|
|
2019
Q3 | $2K | Buy |
102
+90
| +750% | +$1.77K | ﹤0.01% | 1128 |
|
|
2019
Q2 | $1K | Sell |
12
-12
| -50% | -$1K | ﹤0.01% | 1364 |
|
|
2019
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1187 |
|