Plante Moran Financial 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 | $9.86K | Hold |
157
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $9.38K | Sell |
157
-88
| -36% | -$5.26K | ﹤0.01% | 578 |
|
|
2024
Q4 | $13.3K | Buy |
245
+88
| +56% | +$4.77K | ﹤0.01% | 542 |
|
|
2024
Q3 | $7.17K | Hold |
157
| – | – | ﹤0.01% | 641 |
|
|
2024
Q2 | $6.67K | Hold |
157
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $6.12K | Hold |
157
| – | – | ﹤0.01% | 672 |
|
|
2023
Q4 | $5.47K | Sell |
157
-232
| -60% | -$8.08K | ﹤0.01% | 641 |
|
|
2023
Q3 | $13.1K | Buy |
389
+232
| +148% | +$7.82K | ﹤0.01% | 500 |
|
|
2023
Q2 | $5.12K | Hold |
157
| – | – | ﹤0.01% | 635 |
|
|
2023
Q1 | $4.69K | Hold |
157
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $5.17K | Hold |
157
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $4K | Sell |
157
-145
| -48% | -$3.69K | ﹤0.01% | 742 |
|
|
2022
Q2 | $9K | Buy |
302
+145
| +92% | +$4.32K | ﹤0.01% | 631 |
|
|
2022
Q1 | $5K | Sell |
157
-325
| -67% | -$10.4K | ﹤0.01% | 687 |
|
|
2021
Q4 | $13K | Buy |
482
+325
| +207% | +$8.77K | ﹤0.01% | 646 |
|
|
2021
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $4K | Sell |
157
-128
| -45% | -$3.26K | ﹤0.01% | 832 |
|
|
2021
Q1 | $7K | Buy |
285
+128
| +82% | +$3.14K | ﹤0.01% | 726 |
|
|
2020
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 759 |
|
|
2020
Q3 | $3K | Hold |
157
| – | – | ﹤0.01% | 759 |
|
|
2020
Q2 | $3K | Hold |
157
| – | – | ﹤0.01% | 648 |
|
|
2020
Q1 | $2K | Sell |
157
-63
| -29% | -$803 | ﹤0.01% | 666 |
|
|
2019
Q4 | $5K | Hold |
220
| – | – | ﹤0.01% | 622 |
|
|
2019
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 694 |
|
|
2019
Q2 | $6K | Buy |
220
+63
| +40% | +$1.72K | ﹤0.01% | 633 |
|
|
2019
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 641 |
|
|
2018
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 673 |
|
|
2018
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 620 |
|
|
2018
Q2 | $4K | Sell |
157
-155
| -50% | -$3.95K | ﹤0.01% | 662 |
|
|
2018
Q1 | $8K | Hold |
312
| – | – | ﹤0.01% | 647 |
|
|
2017
Q4 | $10K | Hold |
312
| – | – | 0.01% | 602 |
|
|
2017
Q3 | $9K | Hold |
312
| – | – | 0.01% | 565 |
|
|
2017
Q2 | $9K | Hold |
312
| – | – | 0.01% | 579 |
|
|
2017
Q1 | $9K | Hold |
312
| – | – | 0.01% | 601 |
|
|
2016
Q4 | $10K | Hold |
312
| – | – | 0.01% | 595 |
|
|
2016
Q3 | $10K | Buy |
312
+155
| +99% | +$4.97K | 0.01% | 599 |
|
|
2016
Q2 | $3K | Hold |
157
| – | – | ﹤0.01% | 749 |
|
|
2016
Q1 | $3K | Hold |
157
| – | – | ﹤0.01% | 678 |
|
|
2015
Q4 | $4K | Sell |
157
-402
| -72% | -$10.2K | ﹤0.01% | 788 |
|
|
2015
Q3 | $21K | Hold |
559
| – | – | 0.02% | 377 |
|
|
2015
Q2 | $32K | Buy |
559
+271
| +94% | +$15.5K | 0.02% | 356 |
|
|
2015
Q1 | $15K | Sell |
288
-35
| -11% | -$1.82K | 0.01% | 453 |
|
|
2014
Q4 | $15K | Sell |
323
-340
| -51% | -$15.8K | 0.01% | 459 |
|
|
2014
Q3 | $37K | Hold |
663
| – | – | 0.03% | 303 |
|
|
2014
Q2 | $39K | Buy |
663
+131
| +25% | +$7.71K | 0.03% | 271 |
|
|
2014
Q1 | $22K | Hold |
532
| – | – | 0.02% | 241 |
|
|
2013
Q4 | $21K | Hold |
532
| – | – | 0.01% | 347 |
|
|
2013
Q3 | $19K | Hold |
532
| – | – | 0.01% | 291 |
|
|
2013
Q2 | $17K | Buy |
+532
| New | +$17K | 0.01% | 269 |
|