Transamerica Financial Advisors’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 | $4.51M | Sell |
71,799
-3,714
| -5% | -$233K | 0.42% | 59 |
|
|
2025
Q1 | $4.51M | Buy |
+75,513
| New | +$4.51M | 0.46% | 55 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1K | – | 661 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 632 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 604 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 677 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 634 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 641 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 495 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 495 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 858 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 794 |
|
|
2015
Q3 | $1K | Sell |
1
-7
| -88% | -$7K | ﹤0.01% | 801 |
|
|
2015
Q2 | $1K | Sell |
8
-34
| -81% | -$4.25K | ﹤0.01% | 865 |
|
|
2015
Q1 | $3K | Sell |
42
-2,543
| -98% | -$182K | ﹤0.01% | 745 |
|
|
2014
Q4 | $117K | Buy |
2,585
+267
| +12% | +$12.1K | 0.01% | 313 |
|
|
2014
Q3 | $129K | Buy |
2,318
+7
| +0.3% | +$390 | 0.01% | 282 |
|
|
2014
Q2 | $135K | Buy |
2,311
+182
| +9% | +$10.6K | 0.01% | 297 |
|
|
2014
Q1 | $87K | Buy |
2,129
+115
| +6% | +$4.7K | 0.01% | 313 |
|
|
2013
Q4 | $78K | Buy |
2,014
+308
| +18% | +$11.9K | 0.01% | 296 |
|
|
2013
Q3 | $63K | Buy |
+1,706
| New | +$63K | 0.01% | 299 |
|