Ritholtz Wealth Management’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 | $1.34M | Buy |
21,371
+5,609
| +36% | +$352K | 0.03% | 393 |
|
|
2025
Q1 | $942K | Buy |
15,762
+4,267
| +37% | +$255K | 0.03% | 414 |
|
|
2024
Q4 | $622K | Buy |
11,495
+2,292
| +25% | +$124K | 0.02% | 502 |
|
|
2024
Q3 | $420K | Buy |
9,203
+506
| +6% | +$23.1K | 0.01% | 611 |
|
|
2024
Q2 | $370K | Buy |
8,697
+75
| +0.9% | +$3.19K | 0.01% | 607 |
|
|
2024
Q1 | $336K | Sell |
8,622
-103
| -1% | -$4.01K | 0.01% | 609 |
|
|
2023
Q4 | $304K | Buy |
8,725
+109
| +1% | +$3.8K | 0.01% | 596 |
|
|
2023
Q3 | $290K | Sell |
8,616
-174
| -2% | -$5.86K | 0.01% | 557 |
|
|
2023
Q2 | $287K | Sell |
8,790
-799
| -8% | -$26.1K | 0.01% | 548 |
|
|
2023
Q1 | $286K | Sell |
9,589
-1,518
| -14% | -$45.3K | 0.01% | 528 |
|
|
2022
Q4 | $365K | Sell |
11,107
-6,194
| -36% | -$204K | 0.02% | 423 |
|
|
2022
Q3 | $495K | Buy |
17,301
+5,183
| +43% | +$148K | 0.03% | 405 |
|
|
2022
Q2 | $378K | Sell |
12,118
-1,092
| -8% | -$34.1K | 0.02% | 378 |
|
|
2022
Q1 | $441K | Sell |
13,210
-3,598
| -21% | -$120K | 0.03% | 329 |
|
|
2021
Q4 | $438K | Buy |
16,808
+2,021
| +14% | +$52.7K | 0.03% | 326 |
|
|
2021
Q3 | $384K | Sell |
14,787
-1,193
| -7% | -$31K | 0.03% | 324 |
|
|
2021
Q2 | $424K | Buy |
15,980
+6,471
| +68% | +$172K | 0.03% | 291 |
|
|
2021
Q1 | $225K | Buy |
+9,509
| New | +$225K | 0.02% | 381 |
|