SS
Sunbelt Securities’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Sell |
687
-3,372
| -83% | -$182K | ﹤0.01% | 1005 |
|
|
2025
Q1 | $243K | Buy |
4,059
+3,372
| +491% | +$202K | 0.02% | 518 |
|
|
2024
Q4 | $37.2K | Sell |
687
-1,212
| -64% | -$65.6K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $86.7K | Buy |
1,899
+212
| +13% | +$9.68K | 0.01% | 800 |
|
|
2024
Q2 | $71.7K | Buy |
1,687
+633
| +60% | +$26.9K | 0.01% | 816 |
|
|
2024
Q1 | $41.1K | Hold |
1,054
| – | – | ﹤0.01% | 923 |
|
|
2023
Q4 | $36.7K | Hold |
1,054
| – | – | ﹤0.01% | 882 |
|
|
2023
Q3 | $35.5K | Hold |
1,054
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $34.4K | Sell |
1,054
-2,500
| -70% | -$81.6K | ﹤0.01% | 880 |
|
|
2023
Q1 | $105K | Buy |
+3,554
| New | +$105K | 0.02% | 572 |
|
|
2022
Q1 | – | Sell |
-18,845
| Closed | -$573K | – | 489 |
|
|
2021
Q4 | $573K | Buy |
18,845
+82
| +0.4% | +$2.49K | 0.09% | 250 |
|
|
2021
Q3 | $474K | Hold |
18,763
| – | – | 0.09% | 259 |
|
|
2021
Q2 | $474K | Sell |
18,763
-153
| -0.8% | -$3.87K | 0.09% | 259 |
|
|
2021
Q1 | $448K | Hold |
18,916
| – | – | 0.09% | 255 |
|
|
2020
Q4 | $379K | Buy |
+18,916
| New | +$379K | 0.08% | 274 |
|
|
2020
Q1 | – | Sell |
-38,992
| Closed | -$925K | – | 659 |
|
|
2019
Q4 | $925K | Sell |
38,992
-5,777
| -13% | -$137K | 0.1% | 211 |
|
|
2019
Q3 | $1.08M | Buy |
+44,769
| New | +$1.08M | 0.12% | 174 |
|