Steward Partners Investment Advisory’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 | $9.25M | Buy |
147,265
+15,209
| +12% | +$955K | 0.07% | 266 |
|
|
2025
Q1 | $7.89M | Buy |
132,056
+11,539
| +10% | +$690K | 0.07% | 292 |
|
|
2024
Q4 | $6.52M | Buy |
120,517
+29,138
| +32% | +$1.58M | 0.06% | 319 |
|
|
2024
Q3 | $4.17M | Sell |
91,379
-3,838
| -4% | -$175K | 0.04% | 410 |
|
|
2024
Q2 | $4.05M | Buy |
95,217
+2,609
| +3% | +$111K | 0.04% | 381 |
|
|
2024
Q1 | $3.61M | Buy |
92,608
+20,795
| +29% | +$810K | 0.04% | 406 |
|
|
2023
Q4 | $2.5M | Buy |
71,813
+3,467
| +5% | +$121K | 0.03% | 448 |
|
|
2023
Q3 | $2.3M | Buy |
68,346
+10,512
| +18% | +$354K | 0.04% | 438 |
|
|
2023
Q2 | $1.89M | Sell |
57,834
-4,080
| -7% | -$133K | 0.03% | 496 |
|
|
2023
Q1 | $1.85M | Sell |
61,914
-80,938
| -57% | -$2.42M | 0.03% | 481 |
|
|
2022
Q4 | $4.7M | Sell |
142,852
-4,058
| -3% | -$134K | 0.08% | 260 |
|
|
2022
Q3 | $4.21M | Sell |
146,910
-27,484
| -16% | -$787K | 0.08% | 263 |
|
|
2022
Q2 | $5.44M | Buy |
174,394
+18,057
| +12% | +$564K | 0.1% | 227 |
|
|
2022
Q1 | $5.22M | Buy |
156,337
+116,689
| +294% | +$3.9M | 0.08% | 252 |
|
|
2021
Q4 | $1.03M | Sell |
39,648
-713
| -2% | -$18.6K | 0.02% | 676 |
|
|
2021
Q3 | $1.05M | Buy |
40,361
+1,450
| +4% | +$37.6K | 0.02% | 645 |
|
|
2021
Q2 | $1.03M | Sell |
38,911
-12,380
| -24% | -$329K | 0.02% | 655 |
|
|
2021
Q1 | $1.22M | Buy |
51,291
+12,469
| +32% | +$295K | 0.02% | 578 |
|
|
2020
Q4 | $778K | Sell |
38,822
-832
| -2% | -$16.7K | 0.02% | 642 |
|
|
2020
Q3 | $779K | Buy |
39,654
+98
| +0.2% | +$1.93K | 0.02% | 552 |
|
|
2020
Q2 | $752K | Buy |
39,556
+6,716
| +20% | +$128K | 0.02% | 528 |
|
|
2020
Q1 | $464K | Buy |
32,840
+4,236
| +15% | +$59.9K | 0.02% | 570 |
|
|
2019
Q4 | $678K | Sell |
28,604
-1,165
| -4% | -$27.6K | 0.02% | 555 |
|
|
2019
Q3 | $716K | Buy |
29,769
+3,675
| +14% | +$88.4K | 0.02% | 496 |
|
|
2019
Q2 | $731K | Buy |
26,094
+5,227
| +25% | +$146K | 0.03% | 455 |
|
|
2019
Q1 | $599K | Sell |
20,867
-2,743
| -12% | -$78.7K | 0.03% | 468 |
|
|
2018
Q4 | $520K | Buy |
23,610
+309
| +1% | +$6.81K | 0.03% | 477 |
|
|
2018
Q3 | $634K | Buy |
23,301
+16,388
| +237% | +$446K | 0.03% | 451 |
|
|
2018
Q2 | $187K | Buy |
6,913
+621
| +10% | +$16.8K | 0.01% | 664 |
|
|
2018
Q1 | $156K | Buy |
6,292
+739
| +13% | +$18.3K | 0.01% | 668 |
|
|
2017
Q4 | $169K | Sell |
5,553
-201
| -3% | -$6.12K | 0.01% | 553 |
|
|
2017
Q3 | $172K | Buy |
5,754
+73
| +1% | +$2.18K | 0.02% | 464 |
|
|
2017
Q2 | $172K | Buy |
5,681
+1,523
| +37% | +$46.1K | 0.02% | 427 |
|
|
2017
Q1 | $123K | Buy |
+4,158
| New | +$123K | 0.02% | 399 |
|