Prospera Financial Services’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 | $3.89M | Buy |
61,962
+8,514
| +16% | +$535K | 0.07% | 281 |
|
|
2025
Q1 | $3.19M | Buy |
53,448
+34,094
| +176% | +$2.04M | 0.07% | 267 |
|
|
2024
Q4 | $1.05M | Buy |
19,354
+5,640
| +41% | +$305K | 0.02% | 527 |
|
|
2024
Q3 | $626K | Buy |
13,714
+917
| +7% | +$41.9K | 0.02% | 642 |
|
|
2024
Q2 | $544K | Sell |
12,797
-304
| -2% | -$12.9K | 0.02% | 686 |
|
|
2024
Q1 | $511K | Buy |
13,101
+2,178
| +20% | +$84.9K | 0.02% | 709 |
|
|
2023
Q4 | $380K | Sell |
10,923
-10,899
| -50% | -$380K | 0.01% | 746 |
|
|
2023
Q3 | $735K | Sell |
21,822
-286
| -1% | -$9.64K | 0.03% | 506 |
|
|
2023
Q2 | $721K | Buy |
22,108
+128
| +0.6% | +$4.18K | 0.03% | 505 |
|
|
2023
Q1 | $656K | Sell |
21,980
-25,110
| -53% | -$750K | 0.03% | 535 |
|
|
2022
Q4 | $1.55M | Buy |
47,090
+29,291
| +165% | +$964K | 0.08% | 272 |
|
|
2022
Q3 | $510K | Buy |
17,799
+14,459
| +433% | +$414K | 0.03% | 518 |
|
|
2022
Q2 | $104K | Sell |
3,340
-1,893
| -36% | -$58.9K | 0.01% | 890 |
|
|
2022
Q1 | $175K | Buy |
+5,233
| New | +$175K | 0.01% | 924 |
|
|
2020
Q4 | – | Sell |
-3,520
| Closed | -$70K | – | 1583 |
|
|
2020
Q3 | $70K | Buy |
+3,520
| New | +$70K | 0.03% | 513 |
|
|
2019
Q3 | – | Sell |
-16,199
| Closed | -$454K | – | 569 |
|
|
2019
Q2 | $454K | Sell |
16,199
-288
| -2% | -$8.07K | 0.05% | 302 |
|
|
2019
Q1 | $478K | Buy |
+16,487
| New | +$478K | 0.16% | 172 |
|
|
2015
Q4 | – | Sell |
-12,966
| Closed | -$478K | – | 324 |
|
|
2015
Q3 | $478K | Buy |
12,966
+3,718
| +40% | +$137K | 0.12% | 120 |
|
|
2015
Q2 | $531K | Buy |
9,248
+3,832
| +71% | +$220K | 0.13% | 124 |
|
|
2015
Q1 | $274K | Buy |
+5,416
| New | +$274K | 0.06% | 231 |
|