Prestige Wealth Management Group’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 | $17.1K | Hold |
272
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $16.3K | Hold |
272
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $14.7K | Hold |
272
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $12.4K | Hold |
272
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $11.6K | Sell |
272
-133
| -33% | -$5.65K | ﹤0.01% | 383 |
|
|
2024
Q1 | $15.8K | Sell |
405
-56
| -12% | -$2.18K | ﹤0.01% | 372 |
|
|
2023
Q4 | $16.1K | Sell |
461
-162
| -26% | -$5.64K | ﹤0.01% | 360 |
|
|
2023
Q3 | $21K | Buy |
623
+10
| +2% | +$337 | 0.01% | 328 |
|
|
2023
Q2 | $20K | Buy |
613
+31
| +5% | +$1.01K | ﹤0.01% | 363 |
|
|
2023
Q1 | $17.4K | Buy |
582
+86
| +17% | +$2.57K | ﹤0.01% | 352 |
|
|
2022
Q4 | $16.3K | Buy |
496
+130
| +36% | +$4.28K | ﹤0.01% | 380 |
|
|
2022
Q3 | $10K | Sell |
366
-39
| -10% | -$1.07K | ﹤0.01% | 423 |
|
|
2022
Q2 | $12K | Buy |
405
+39
| +11% | +$1.16K | ﹤0.01% | 412 |
|
|
2022
Q1 | $12K | Sell |
366
-9,108
| -96% | -$299K | ﹤0.01% | 434 |
|
|
2021
Q4 | $247K | Sell |
9,474
-1,547
| -14% | -$40.3K | 0.06% | 122 |
|
|
2021
Q3 | $286K | Buy |
11,021
+2,692
| +32% | +$69.9K | 0.07% | 110 |
|
|
2021
Q2 | $221K | Buy |
8,329
+272
| +3% | +$7.22K | 0.06% | 122 |
|
|
2021
Q1 | $191K | Buy |
8,057
+7,980
| +10,364% | +$189K | 0.05% | 126 |
|
|
2020
Q4 | $2K | Buy |
77
+16
| +26% | +$416 | ﹤0.01% | 803 |
|
|
2020
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 861 |
|
|
2020
Q1 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 867 |
|
|
2019
Q1 | – | Sell |
-255
| Closed | -$6K | – | 1143 |
|
|
2018
Q4 | $6K | Buy |
+255
| New | +$6K | ﹤0.01% | 561 |
|