Sound Income Strategies’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 | $142K | Sell |
2,265
-30
| -1% | -$1.89K | 0.01% | 330 |
|
|
2025
Q1 | $137K | Sell |
2,295
-168
| -7% | -$10K | 0.01% | 347 |
|
|
2024
Q4 | $133K | Buy |
2,463
+216
| +10% | +$11.7K | 0.01% | 310 |
|
|
2024
Q3 | $103K | Sell |
2,247
-518
| -19% | -$23.7K | 0.01% | 339 |
|
|
2024
Q2 | $118K | Sell |
2,765
-26
| -0.9% | -$1.11K | 0.01% | 304 |
|
|
2024
Q1 | $109K | Buy |
2,791
+4
| +0.1% | +$156 | 0.01% | 297 |
|
|
2023
Q4 | $97.1K | Buy |
2,787
+404
| +17% | +$14.1K | 0.01% | 285 |
|
|
2023
Q3 | $80.3K | Hold |
2,383
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $77.8K | Sell |
2,383
-284
| -11% | -$9.27K | 0.01% | 243 |
|
|
2023
Q1 | $79.6K | Sell |
2,667
-4
| -0.1% | -$119 | 0.01% | 229 |
|
|
2022
Q4 | $87.9K | Hold |
2,671
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $76K | Buy |
2,671
+617
| +30% | +$17.6K | 0.01% | 194 |
|
|
2022
Q2 | $64K | Hold |
2,054
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $69K | Sell |
2,054
-209
| -9% | -$7.02K | 0.01% | 199 |
|
|
2021
Q4 | $59K | Buy |
2,263
+259
| +13% | +$6.75K | 0.01% | 214 |
|
|
2021
Q3 | $52K | Sell |
2,004
-129
| -6% | -$3.35K | 0.01% | 224 |
|
|
2021
Q2 | $57K | Buy |
2,133
+1,632
| +326% | +$43.6K | 0.01% | 217 |
|
|
2021
Q1 | $11.9K | Sell |
501
-9
| -2% | -$213 | ﹤0.01% | 452 |
|
|
2020
Q4 | $10K | Hold |
510
| – | – | ﹤0.01% | 459 |
|
|
2020
Q3 | $10K | Hold |
510
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $10K | Hold |
510
| – | – | ﹤0.01% | 393 |
|
|
2020
Q1 | $7K | Buy |
510
+450
| +750% | +$6.18K | ﹤0.01% | 408 |
|
|
2019
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 639 |
|
|
2019
Q2 | $2K | Sell |
60
-58
| -49% | -$1.93K | ﹤0.01% | 569 |
|
|
2019
Q1 | $3K | Sell |
118
-131
| -53% | -$3.33K | ﹤0.01% | 519 |
|
|
2018
Q4 | $5K | Hold |
249
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $7K | Buy |
249
+126
| +102% | +$3.54K | ﹤0.01% | 421 |
|
|
2018
Q2 | $3K | Sell |
123
-60
| -33% | -$1.46K | ﹤0.01% | 483 |
|
|
2018
Q1 | $5K | Buy |
183
+123
| +205% | +$3.36K | ﹤0.01% | 399 |
|
|
2017
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 422 |
|