SVB Wealth’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 | $500K | Buy |
+7,962
| New | +$500K | 0.03% | 295 |
|
|
2025
Q1 | – | Sell |
-21,923
| Closed | -$1.19M | – | 1814 |
|
|
2024
Q4 | $1.19M | Buy |
+21,923
| New | +$1.19M | 0.02% | 286 |
|
|
2024
Q3 | – | Sell |
-24,379
| Closed | -$1.04M | – | 628 |
|
|
2024
Q2 | $1.04M | Sell |
24,379
-4,046
| -14% | -$172K | 0.03% | 313 |
|
|
2024
Q1 | $1.11M | Buy |
28,425
+3,690
| +15% | +$144K | 0.02% | 328 |
|
|
2023
Q4 | $862K | Sell |
24,735
-1,082
| -4% | -$37.7K | 0.02% | 361 |
|
|
2023
Q3 | $870K | Sell |
25,817
-2,347
| -8% | -$79.1K | 0.02% | 339 |
|
|
2023
Q2 | $919K | Buy |
28,164
+2,004
| +8% | +$65.4K | 0.02% | 357 |
|
|
2023
Q1 | $781K | Sell |
26,160
-8,382
| -24% | -$250K | 0.01% | 429 |
|
|
2022
Q4 | $1.14M | Buy |
34,542
+6,957
| +25% | +$229K | 0.02% | 375 |
|
|
2022
Q3 | $790K | Buy |
27,585
+14,027
| +103% | +$402K | 0.01% | 416 |
|
|
2022
Q2 | $423K | Buy |
13,558
+1,276
| +10% | +$39.8K | 0.01% | 476 |
|
|
2022
Q1 | $410K | Sell |
12,282
-2,425
| -16% | -$81K | 0.01% | 493 |
|
|
2021
Q4 | $383K | Sell |
14,707
-24,842
| -63% | -$647K | 0.01% | 509 |
|
|
2021
Q3 | $1.03M | Buy |
39,549
+1,218
| +3% | +$31.6K | 0.01% | 384 |
|
|
2021
Q2 | $1.02M | Buy |
38,331
+9,210
| +32% | +$244K | 0.01% | 382 |
|
|
2021
Q1 | $690K | Buy |
29,121
+9,265
| +47% | +$220K | 0.01% | 441 |
|
|
2020
Q4 | $398K | Buy |
19,856
+8,045
| +68% | +$161K | 0.01% | 532 |
|
|
2020
Q3 | $232K | Buy |
+11,811
| New | +$232K | ﹤0.01% | 586 |
|
|
2020
Q1 | – | Sell |
-8,670
| Closed | -$206K | – | 690 |
|
|
2019
Q4 | $206K | Buy |
+8,670
| New | +$206K | ﹤0.01% | 568 |
|
|
2018
Q1 | – | Sell |
-8,863
| Closed | -$270K | – | 472 |
|
|
2017
Q4 | $270K | Sell |
8,863
-8,726
| -50% | -$266K | 0.01% | 410 |
|
|
2017
Q3 | $528K | Sell |
17,589
-2,221
| -11% | -$66.7K | 0.02% | 344 |
|
|
2017
Q2 | $600K | Buy |
19,810
+213
| +1% | +$6.45K | 0.02% | 331 |
|
|
2017
Q1 | $580K | Sell |
19,597
-4,772
| -20% | -$141K | 0.02% | 328 |
|
|
2016
Q4 | $759K | Sell |
24,369
-143
| -0.6% | -$4.45K | 0.03% | 287 |
|
|
2016
Q3 | $753K | Sell |
24,512
-2,331
| -9% | -$71.6K | 0.03% | 287 |
|
|
2016
Q2 | $581K | Sell |
26,843
-8,853
| -25% | -$192K | 0.02% | 320 |
|
|
2016
Q1 | $574K | Sell |
35,696
-4,176
| -10% | -$67.2K | 0.02% | 328 |
|
|
2015
Q4 | $1.03M | Sell |
39,872
-34,833
| -47% | -$895K | 0.04% | 267 |
|
|
2015
Q3 | $2.75M | Sell |
74,705
-369
| -0.5% | -$13.6K | 0.11% | 173 |
|
|
2015
Q2 | $4.31M | Buy |
75,074
+1,777
| +2% | +$102K | 0.14% | 150 |
|
|
2015
Q1 | $3.71M | Buy |
73,297
+15,610
| +27% | +$790K | 0.12% | 171 |
|
|
2014
Q4 | $2.59M | Buy |
+57,687
| New | +$2.59M | 0.08% | 205 |
|