Sigma Planning Corp’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 | $2.06M | Buy |
32,720
+342
| +1% | +$21.5K | 0.06% | 301 |
|
|
2025
Q1 | $1.93M | Buy |
32,378
+645
| +2% | +$38.5K | 0.06% | 295 |
|
|
2024
Q4 | $1.72M | Buy |
31,733
+2,811
| +10% | +$152K | 0.05% | 324 |
|
|
2024
Q3 | $1.32M | Buy |
28,922
+844
| +3% | +$38.5K | 0.04% | 405 |
|
|
2024
Q2 | $1.19M | Buy |
28,078
+7,535
| +37% | +$320K | 0.04% | 428 |
|
|
2024
Q1 | $801K | Buy |
20,543
+14,164
| +222% | +$552K | 0.03% | 577 |
|
|
2023
Q4 | $222K | Sell |
6,379
-25,878
| -80% | -$901K | 0.02% | 743 |
|
|
2023
Q3 | $1.09M | Buy |
32,257
+91
| +0.3% | +$3.07K | 0.04% | 431 |
|
|
2023
Q2 | $1.05M | Sell |
32,166
-9,855
| -23% | -$322K | 0.04% | 437 |
|
|
2023
Q1 | $1.25M | Sell |
42,021
-723
| -2% | -$21.6K | 0.04% | 424 |
|
|
2022
Q4 | $1.41M | Buy |
42,744
+22,514
| +111% | +$741K | 0.05% | 373 |
|
|
2022
Q3 | $579K | Sell |
20,230
-10,349
| -34% | -$296K | 0.02% | 674 |
|
|
2022
Q2 | $954K | Sell |
30,579
-8,154
| -21% | -$254K | 0.03% | 478 |
|
|
2022
Q1 | $1.29M | Sell |
38,733
-2
| -0% | -$67 | 0.04% | 440 |
|
|
2021
Q4 | $1.01M | Sell |
38,735
-1,003
| -3% | -$26.1K | 0.03% | 537 |
|
|
2021
Q3 | $1.03M | Buy |
39,738
+6,699
| +20% | +$174K | 0.03% | 526 |
|
|
2021
Q2 | $877K | Buy |
33,039
+13,590
| +70% | +$361K | 0.03% | 597 |
|
|
2021
Q1 | $461K | Buy |
19,449
+1,330
| +7% | +$31.5K | 0.01% | 784 |
|
|
2020
Q4 | $363K | Buy |
+18,119
| New | +$363K | 0.01% | 794 |
|
|
2019
Q3 | – | Sell |
-18,264
| Closed | -$512K | – | 1055 |
|
|
2019
Q2 | $512K | Sell |
18,264
-1,391
| -7% | -$39K | 0.03% | 542 |
|
|
2019
Q1 | $565K | Buy |
+19,655
| New | +$565K | 0.03% | 477 |
|
|
2017
Q4 | – | Sell |
-8,727
| Closed | -$262K | – | 897 |
|
|
2017
Q3 | $262K | Buy |
+8,727
| New | +$262K | 0.02% | 649 |
|
|
2015
Q4 | – | Sell |
-6,165
| Closed | -$227K | – | 731 |
|
|
2015
Q3 | $227K | Buy |
6,165
+1,829
| +42% | +$67.3K | 0.04% | 520 |
|
|
2015
Q2 | $249K | Sell |
4,336
-4,263
| -50% | -$245K | 0.03% | 551 |
|
|
2015
Q1 | $435K | Buy |
8,599
+853
| +11% | +$43.2K | 0.06% | 388 |
|
|
2014
Q4 | $348K | Buy |
+7,746
| New | +$348K | 0.05% | 449 |
|