Principle Wealth Partners’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 | $459K | Buy |
7,313
+1,505
| +26% | +$94.5K | 0.03% | 238 |
|
|
2025
Q1 | $347K | Sell |
5,808
-114
| -2% | -$6.81K | 0.02% | 266 |
|
|
2024
Q4 | $320K | Sell |
5,922
-1,344
| -18% | -$72.7K | 0.02% | 275 |
|
|
2024
Q3 | $332K | Buy |
7,266
+1
| +0% | +$46 | 0.02% | 270 |
|
|
2024
Q2 | $309K | Buy |
7,265
+1
| +0% | +$43 | 0.02% | 274 |
|
|
2024
Q1 | $283K | Buy |
7,264
+1
| +0% | +$39 | 0.02% | 292 |
|
|
2023
Q4 | $253K | Buy |
7,263
+104
| +1% | +$3.62K | 0.02% | 295 |
|
|
2023
Q3 | $241K | Sell |
7,159
-1,474
| -17% | -$49.7K | 0.02% | 289 |
|
|
2023
Q2 | $282K | Buy |
8,633
+1
| +0% | +$33 | 0.03% | 273 |
|
|
2023
Q1 | $258K | Sell |
8,632
-1,447
| -14% | -$43.2K | 0.03% | 275 |
|
|
2022
Q4 | $332K | Buy |
+10,079
| New | +$332K | 0.04% | 235 |
|
|
2022
Q3 | – | Sell |
-6,890
| Closed | -$215K | – | 308 |
|
|
2022
Q2 | $215K | Hold |
6,890
| – | – | 0.03% | 288 |
|
|
2022
Q1 | $230K | Buy |
+6,890
| New | +$230K | 0.02% | 295 |
|
|
2021
Q4 | – | Sell |
-10,198
| Closed | -$265K | – | 329 |
|
|
2021
Q3 | $265K | Buy |
+10,198
| New | +$265K | 0.03% | 265 |
|
|
2020
Q3 | – | Sell |
-4,625
| Closed | -$88K | – | 434 |
|
|
2020
Q2 | $88K | Buy |
+4,625
| New | +$88K | 0.03% | 227 |
|