Stratos Wealth Partners’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 | $1.94M | Buy |
30,859
+11,214
| +57% | +$704K | 0.03% | 501 |
|
|
2025
Q1 | $1.17M | Sell |
19,645
-6,994
| -26% | -$418K | 0.02% | 600 |
|
|
2024
Q4 | $1.44M | Sell |
26,639
-4,178
| -14% | -$226K | 0.02% | 567 |
|
|
2024
Q3 | $1.41M | Buy |
30,817
+11,729
| +61% | +$535K | 0.02% | 561 |
|
|
2024
Q2 | $811K | Buy |
19,088
+2,297
| +14% | +$97.6K | 0.01% | 722 |
|
|
2024
Q1 | $654K | Sell |
16,791
-469
| -3% | -$18.3K | 0.01% | 790 |
|
|
2023
Q4 | $601K | Buy |
17,260
+2,259
| +15% | +$78.7K | 0.01% | 804 |
|
|
2023
Q3 | $505K | Buy |
15,001
+1,721
| +13% | +$58K | 0.01% | 815 |
|
|
2023
Q2 | $433K | Buy |
13,280
+2,952
| +29% | +$96.3K | 0.01% | 821 |
|
|
2023
Q1 | $308K | Sell |
10,328
-1,555
| -13% | -$46.4K | 0.01% | 862 |
|
|
2022
Q4 | $391K | Buy |
11,883
+60
| +0.5% | +$1.97K | 0.01% | 806 |
|
|
2022
Q3 | $339K | Sell |
11,823
-3,804
| -24% | -$109K | 0.01% | 819 |
|
|
2022
Q2 | $488K | Sell |
15,627
-22,122
| -59% | -$691K | 0.01% | 741 |
|
|
2022
Q1 | $1.26M | Buy |
37,749
+23,480
| +165% | +$784K | 0.03% | 493 |
|
|
2021
Q4 | $372K | Sell |
14,269
-1,356
| -9% | -$35.4K | 0.01% | 926 |
|
|
2021
Q3 | $405K | Sell |
15,625
-840
| -5% | -$21.8K | 0.01% | 832 |
|
|
2021
Q2 | $437K | Sell |
16,465
-215
| -1% | -$5.71K | 0.01% | 822 |
|
|
2021
Q1 | $395K | Sell |
16,680
-2,014
| -11% | -$47.7K | 0.01% | 786 |
|
|
2020
Q4 | $375K | Buy |
18,694
+1,888
| +11% | +$37.9K | 0.01% | 769 |
|
|
2020
Q3 | $330K | Sell |
16,806
-1,859
| -10% | -$36.5K | 0.01% | 748 |
|
|
2020
Q2 | $355K | Sell |
18,665
-345
| -2% | -$6.56K | 0.01% | 717 |
|
|
2020
Q1 | $269K | Sell |
19,010
-2,262
| -11% | -$32K | 0.01% | 718 |
|
|
2019
Q4 | $505K | Buy |
21,272
+2,097
| +11% | +$49.8K | 0.02% | 592 |
|
|
2019
Q3 | $461K | Buy |
19,175
+2,670
| +16% | +$64.2K | 0.02% | 591 |
|
|
2019
Q2 | $463K | Sell |
16,505
-214
| -1% | -$6K | 0.02% | 598 |
|
|
2019
Q1 | $480K | Sell |
16,719
-364
| -2% | -$10.5K | 0.02% | 565 |
|
|
2018
Q4 | $377K | Sell |
17,083
-750
| -4% | -$16.6K | 0.02% | 596 |
|
|
2018
Q3 | $485K | Buy |
+17,833
| New | +$485K | 0.02% | 553 |
|
|
2018
Q2 | – | Sell |
-5,014
| Closed | -$125K | – | 2593 |
|
|
2018
Q1 | $125K | Buy |
5,014
+581
| +13% | +$14.5K | 0.01% | 1081 |
|
|
2017
Q4 | $135K | Buy |
+4,433
| New | +$135K | 0.01% | 1032 |
|
|
2015
Q4 | – | Sell |
-5,656
| Closed | -$208K | – | 636 |
|
|
2015
Q3 | $208K | Sell |
5,656
-7,678
| -58% | -$282K | 0.03% | 477 |
|
|
2015
Q2 | $765K | Sell |
13,334
-6,572
| -33% | -$377K | 0.1% | 187 |
|
|
2015
Q1 | $1.01M | Buy |
19,906
+6,293
| +46% | +$318K | 0.12% | 171 |
|
|
2014
Q4 | $612K | Buy |
13,613
+1,053
| +8% | +$47.3K | 0.11% | 189 |
|
|
2014
Q3 | $695K | Buy |
12,560
+3,651
| +41% | +$202K | 0.16% | 127 |
|
|
2014
Q2 | $517K | Buy |
+8,909
| New | +$517K | 0.17% | 149 |
|