Rehmann Capital Advisory 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 | $699K | Sell |
11,127
-395
| -3% | -$24.8K | 0.04% | 283 |
|
|
2025
Q1 | $689K | Sell |
11,522
-904
| -7% | -$54K | 0.04% | 284 |
|
|
2024
Q4 | $673K | Sell |
12,426
-1
| -0% | -$54 | 0.04% | 282 |
|
|
2024
Q3 | $567K | Buy |
12,427
+541
| +5% | +$24.7K | 0.04% | 320 |
|
|
2024
Q2 | $505K | Buy |
11,886
+150
| +1% | +$6.38K | 0.04% | 319 |
|
|
2024
Q1 | $457K | Sell |
11,736
-557
| -5% | -$21.7K | 0.03% | 335 |
|
|
2023
Q4 | $428K | Buy |
12,293
+4,579
| +59% | +$159K | 0.04% | 341 |
|
|
2023
Q3 | $260K | Sell |
7,714
-307
| -4% | -$10.3K | 0.02% | 429 |
|
|
2023
Q2 | $262K | Sell |
8,021
-19
| -0.2% | -$620 | 0.02% | 454 |
|
|
2023
Q1 | $240K | Buy |
8,040
+190
| +2% | +$5.67K | 0.02% | 476 |
|
|
2022
Q4 | $258K | Buy |
+7,850
| New | +$258K | 0.03% | 452 |
|
|
2019
Q3 | $40.7K | Sell |
1,690
-206
| -11% | -$4.96K | ﹤0.01% | 693 |
|
|
2019
Q2 | $53.2K | Hold |
1,896
| – | – | 0.01% | 807 |
|
|
2019
Q1 | $54.5K | Buy |
1,896
+30
| +2% | +$862 | 0.01% | 784 |
|
|
2018
Q4 | $41.1K | Sell |
1,866
-424
| -19% | -$9.35K | 0.01% | 646 |
|
|
2018
Q3 | $62.3K | Buy |
2,290
+259
| +13% | +$7.04K | 0.01% | 725 |
|
|
2018
Q2 | $55.1K | Sell |
2,031
-133
| -6% | -$3.61K | 0.01% | 742 |
|
|
2018
Q1 | $54K | Buy |
+2,164
| New | +$54K | 0.01% | 742 |
|
|
2015
Q4 | – | Sell |
-7,276
| Closed | -$268K | – | 365 |
|
|
2015
Q3 | $268K | Buy |
7,276
+103
| +1% | +$3.79K | 0.06% | 244 |
|
|
2015
Q2 | $412K | Buy |
7,173
+39
| +0.5% | +$2.24K | 0.09% | 176 |
|
|
2015
Q1 | $361K | Buy |
7,134
+1
| +0% | +$51 | 0.08% | 199 |
|
|
2014
Q4 | $321K | Hold |
7,133
| – | – | 0.07% | 225 |
|
|
2014
Q3 | $395K | Sell |
7,133
-34
| -0.5% | -$1.88K | 0.09% | 181 |
|
|
2014
Q2 | $417K | Buy |
7,167
+35
| +0.5% | +$2.04K | 0.1% | 176 |
|
|
2014
Q1 | $289K | Buy |
7,132
+1
| +0% | +$41 | 0.08% | 219 |
|
|
2013
Q4 | $275K | Buy |
7,131
+48
| +0.7% | +$1.85K | 0.08% | 221 |
|
|
2013
Q3 | $258K | Buy |
7,083
+3
| +0% | +$109 | 0.08% | 211 |
|
|
2013
Q2 | $230K | Buy |
+7,080
| New | +$230K | 0.08% | 214 |
|