TD Private Client 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 | $1.66M | Sell |
26,502
-6,687
| -20% | -$420K | 0.04% | 271 |
|
|
2025
Q1 | $1.98M | Sell |
33,189
-11,741
| -26% | -$702K | 0.05% | 225 |
|
|
2024
Q4 | $2.43M | Sell |
44,930
-22,916
| -34% | -$1.24M | 0.07% | 202 |
|
|
2024
Q3 | $3.1M | Sell |
67,846
-34,950
| -34% | -$1.6M | 0.09% | 171 |
|
|
2024
Q2 | $4.37M | Sell |
102,796
-28,819
| -22% | -$1.22M | 0.14% | 115 |
|
|
2024
Q1 | $5.13M | Sell |
131,615
-30,989
| -19% | -$1.21M | 0.17% | 97 |
|
|
2023
Q4 | $5.66M | Sell |
162,604
-19,919
| -11% | -$694K | 0.2% | 82 |
|
|
2023
Q3 | $6.15M | Sell |
182,523
-12,355
| -6% | -$416K | 0.27% | 71 |
|
|
2023
Q2 | $6.36M | Sell |
194,878
-3,166
| -2% | -$103K | 0.27% | 72 |
|
|
2023
Q1 | $5.91M | Buy |
198,044
+3,659
| +2% | +$109K | 0.27% | 85 |
|
|
2022
Q4 | $6.4M | Buy |
194,385
+5,642
| +3% | +$186K | 0.3% | 69 |
|
|
2022
Q3 | $5.4M | Buy |
188,743
+12,531
| +7% | +$359K | 0.28% | 78 |
|
|
2022
Q2 | $5.5M | Sell |
176,212
-3,400
| -2% | -$106K | 0.27% | 80 |
|
|
2022
Q1 | $6M | Buy |
179,612
+55,749
| +45% | +$1.86M | 0.26% | 88 |
|
|
2021
Q4 | $3.23M | Buy |
123,863
+2,892
| +2% | +$75.3K | 0.13% | 166 |
|
|
2021
Q3 | $3.14M | Sell |
120,971
-700
| -0.6% | -$18.2K | 0.13% | 166 |
|
|
2021
Q2 | $3.23M | Buy |
121,671
+91,317
| +301% | +$2.42M | 0.14% | 167 |
|
|
2021
Q1 | $719K | Sell |
30,354
-3,623
| -11% | -$85.8K | 0.03% | 351 |
|
|
2020
Q4 | $681K | Sell |
33,977
-4,506
| -12% | -$90.3K | 0.03% | 341 |
|
|
2020
Q3 | $756K | Sell |
38,483
-11,711
| -23% | -$230K | 0.04% | 316 |
|
|
2020
Q2 | $955K | Sell |
50,194
-630
| -1% | -$12K | 0.06% | 290 |
|
|
2020
Q1 | $719K | Buy |
50,824
+20,207
| +66% | +$286K | 0.05% | 274 |
|
|
2019
Q4 | $726K | Buy |
+30,617
| New | +$726K | 0.04% | 304 |
|