Scissortail 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 | $820K | Sell |
13,061
-775
| -6% | -$48.7K | 0.2% | 71 |
|
2025
Q1 | $827K | Sell |
13,836
-88
| -0.6% | -$5.26K | 0.21% | 70 |
|
2024
Q4 | $754K | Buy |
13,924
+13,908
| +86,925% | +$753K | 0.19% | 76 |
|
2024
Q3 | $699K | Sell |
16
-15,288
| -100% | -$668M | 0.17% | 77 |
|
2024
Q2 | $650K | Hold |
15,304
| – | – | 0.17% | 79 |
|
2024
Q1 | $596K | Buy |
+15,304
| New | +$596K | 0.16% | 81 |
|
2022
Q4 | – | Sell |
-10,015
| Closed | -$331K | – | 170 |
|
2022
Q3 | $331K | Buy |
10,015
+175
| +2% | +$5.78K | 0.17% | 70 |
|
2022
Q2 | $256K | Sell |
9,840
-175
| -2% | -$4.55K | 0.1% | 74 |
|
2022
Q1 | $352K | Buy |
10,015
+175
| +2% | +$6.15K | 0.17% | 67 |
|
2021
Q4 | $256K | Buy |
+9,840
| New | +$256K | 0.1% | 74 |
|