Sheaff Brock Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.37M | Buy |
22,940
+5,950
| +35% | +$341K | 0.13% | 139 |
|
|
2024
Q4 | $920K | Buy |
16,990
+864
| +5% | +$46.6K | 0.08% | 173 |
|
|
2024
Q3 | $736K | Buy |
16,126
+140
| +0.9% | +$6.15K | 0.06% | 207 |
|
|
2024
Q2 | $679K | Sell |
15,986
-336
| -2% | -$13.5K | 0.06% | 210 |
|
|
2024
Q1 | $636K | Buy |
16,322
+70
| +0.4% | +$2.49K | 0.04% | 255 |
|
|
2023
Q4 | $566K | Buy |
16,252
+12
| +0.1% | +$421 | 0.04% | 253 |
|
|
2023
Q3 | $547K | Sell |
16,240
-965
| -6% | -$32.9K | 0.05% | 237 |
|
|
2023
Q2 | $561K | Sell |
17,205
-2,204
| -11% | -$66.1K | 0.05% | 240 |
|
|
2023
Q1 | $580K | Buy |
19,409
+1,864
| +11% | +$57.6K | 0.05% | 237 |
|
|
2022
Q4 | $577K | Buy |
17,545
+6
| +0% | +$195 | 0.06% | 223 |
|
|
2022
Q3 | $502K | Buy |
17,539
+375
| +2% | +$12.2K | 0.05% | 234 |
|
|
2022
Q2 | $536K | Buy |
17,164
+837
| +5% | +$28.9K | 0.04% | 234 |
|
|
2022
Q1 | $545K | Sell |
16,327
-3,935
| -19% | -$120K | 0.04% | 266 |
|
|
2021
Q4 | $528K | Buy |
20,262
+2,467
| +14% | +$68.2K | 0.04% | 269 |
|
|
2021
Q3 | $462K | Buy |
17,795
+1,778
| +11% | +$44.8K | 0.03% | 284 |
|
|
2021
Q2 | $425K | Buy |
16,017
+461
| +3% | +$11.8K | 0.03% | 297 |
|
|
2021
Q1 | $369K | Buy |
15,556
+4,819
| +45% | +$109K | 0.03% | 309 |
|
|
2020
Q4 | $215K | Buy |
10,737
+200
| +2% | +$4.05K | 0.02% | 410 |
|
|
2020
Q3 | $207K | Buy |
+10,537
| New | +$215K | 0.02% | 385 |
|
|
2019
Q4 | – | Sell |
-12,417
| Closed | -$299K | – | 503 |
|
|
2019
Q3 | $299K | Buy |
12,417
+38
| +0.3% | +$958 | 0.03% | 335 |
|
|
2019
Q2 | $347K | Sell |
12,379
-1,986
| -14% | -$55.2K | 0.04% | 313 |
|
|
2019
Q1 | $413K | Buy |
14,365
+81
| +0.6% | +$2.17K | 0.05% | 281 |
|
|
2018
Q4 | $315K | Sell |
14,284
-3,029
| -17% | -$75.7K | 0.05% | 314 |
|
|
2018
Q3 | $471K | Buy |
17,313
+8,543
| +97% | +$248K | 0.04% | 277 |
|
|
2018
Q2 | $238K | Buy |
8,770
+74
| +0.9% | +$1.95K | 0.02% | 415 |
|
|
2018
Q1 | $216K | Buy |
8,696
+77
| +0.9% | +$2.27K | 0.02% | 449 |
|
|
2017
Q4 | $263K | Buy |
8,619
+57
| +0.7% | +$1.66K | 0.03% | 379 |
|
|
2017
Q3 | $257K | Buy |
8,562
+56
| +0.7% | +$1.7K | 0.03% | 400 |
|
|
2017
Q2 | $258K | Buy |
8,506
+58
| +0.7% | +$1.73K | 0.03% | 428 |
|
|
2017
Q1 | $250K | Buy |
8,448
+41
| +0.5% | +$1.19K | 0.03% | 445 |
|
|
2016
Q4 | $262K | Sell |
8,407
-1,144
| -12% | -$34.5K | 0.03% | 445 |
|
|
2016
Q3 | $294K | Buy |
9,551
+79
| +0.8% | +$2.1K | 0.04% | 361 |
|
|
2016
Q2 | $205K | Sell |
9,472
-900
| -9% | -$18.1K | 0.03% | 475 |
|
|
2016
Q1 | $167K | Buy |
+10,372
| New | +$178K | 0.02% | 515 |
|
Other funds holding WMB
Sheaff Brock Investment Advisors's WMB Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Williams Companies (WMB) stake by 35% in Q1 2025, buying an estimated $341K and bringing the position to 22,940 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #139.
Sheaff Brock Investment Advisors first reported a position in WMB in Q1 2016 and has held it in 34 quarters since. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.
- Sheaff Brock Investment Advisors held 22,940 shares of Williams Companies worth $1.37M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 5,950 Williams Companies shares in Q1 2025, an estimated $341K.
- Williams Companies made up 0.13% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #139 holding.
- Sheaff Brock Investment Advisors first reported a position in Williams Companies in Q1 2016 and has held it in 34 quarters since.
- 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.