Spire 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 | $307K | Sell |
4,892
-1,465
| -23% | -$92K | 0.01% | 633 |
|
|
2025
Q1 | $380K | Buy |
6,357
+1,961
| +45% | +$117K | 0.01% | 651 |
|
|
2024
Q4 | $238K | Buy |
4,396
+106
| +2% | +$5.74K | 0.01% | 772 |
|
|
2024
Q3 | $196K | Sell |
4,290
-1,637
| -28% | -$74.7K | 0.01% | 731 |
|
|
2024
Q2 | $252K | Buy |
5,927
+1,948
| +49% | +$82.8K | 0.01% | 661 |
|
|
2024
Q1 | $155K | Sell |
3,979
-2,808
| -41% | -$109K | ﹤0.01% | 852 |
|
|
2023
Q4 | $230K | Sell |
6,787
-2,133
| -24% | -$72.2K | 0.01% | 719 |
|
|
2023
Q3 | $301K | Sell |
8,920
-1,716
| -16% | -$57.8K | 0.01% | 594 |
|
|
2023
Q2 | $347K | Sell |
10,636
-1,006
| -9% | -$32.8K | 0.01% | 580 |
|
|
2023
Q1 | $348K | Sell |
11,642
-110,492
| -90% | -$3.3M | 0.01% | 582 |
|
|
2022
Q4 | $4.02M | Sell |
122,134
-2,220
| -2% | -$73K | 0.23% | 102 |
|
|
2022
Q3 | $3.56M | Sell |
124,354
-68,814
| -36% | -$1.97M | 0.22% | 102 |
|
|
2022
Q2 | $6.03M | Buy |
193,168
+183,824
| +1,967% | +$5.74M | 0.25% | 103 |
|
|
2022
Q1 | $312K | Sell |
9,344
-63,084
| -87% | -$2.11M | 0.01% | 716 |
|
|
2021
Q4 | $1.89M | Buy |
72,428
+68,589
| +1,787% | +$1.79M | 0.04% | 320 |
|
|
2021
Q3 | $100K | Sell |
3,839
-905
| -19% | -$23.6K | ﹤0.01% | 1195 |
|
|
2021
Q2 | $126K | Sell |
4,744
-64,027
| -93% | -$1.7M | ﹤0.01% | 1103 |
|
|
2021
Q1 | $1.68M | Buy |
+68,771
| New | +$1.68M | 0.04% | 324 |
|