Semmax Financial Advisors’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 | $354 | Hold |
6
| – | – | ﹤0.01% | 390 |
|
|
2025
Q1 | $350 | Hold |
6
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $346 | Hold |
6
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $357 | Sell |
6
-138
| -96% | -$8.21K | ﹤0.01% | 347 |
|
|
2024
Q2 | $6.2K | Sell |
144
-1,465
| -91% | -$63K | ﹤0.01% | 269 |
|
|
2024
Q1 | $63.8K | Sell |
1,609
-1,945
| -55% | -$77.2K | 0.02% | 139 |
|
|
2023
Q4 | $121K | Sell |
3,554
-2,654
| -43% | -$90.4K | 0.04% | 119 |
|
|
2023
Q3 | $217K | Buy |
+6,208
| New | +$217K | 0.09% | 91 |
|
|
2022
Q4 | $4.27M | Buy |
130,214
+724
| +0.6% | +$23.7K | 1.7% | 28 |
|
|
2022
Q3 | $4.38M | Buy |
129,490
+8,492
| +7% | +$287K | 1.86% | 23 |
|
|
2022
Q2 | $4M | Buy |
120,998
+16,255
| +16% | +$537K | 1.63% | 26 |
|
|
2022
Q1 | $3.5M | Buy |
104,743
+7,421
| +8% | +$248K | 1.38% | 29 |
|
|
2021
Q4 | $2.53M | Sell |
97,322
-8,300
| -8% | -$216K | 0.94% | 46 |
|
|
2021
Q3 | $2.74M | Sell |
105,622
-7,055
| -6% | -$183K | 0.95% | 47 |
|
|
2021
Q2 | $2.99M | Buy |
112,677
+35,027
| +45% | +$930K | 0.96% | 42 |
|
|
2021
Q1 | $1.84M | Buy |
77,650
+4,410
| +6% | +$105K | 0.66% | 56 |
|
|
2020
Q4 | $1.47M | Buy |
73,240
+4,775
| +7% | +$95.7K | 0.61% | 56 |
|
|
2020
Q3 | $1.35M | Buy |
+68,465
| New | +$1.35M | 0.64% | 58 |
|