Transform 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
Q1 | $2.98M | Sell |
49,810
-3,322
| -6% | -$199K | 0.18% | 96 |
|
|
2024
Q4 | $2.88M | Sell |
53,132
-2,838
| -5% | -$154K | 0.16% | 101 |
|
|
2024
Q3 | $2.56M | Sell |
55,970
-535
| -0.9% | -$24.4K | 0.17% | 92 |
|
|
2024
Q2 | $2.4M | Sell |
56,505
-1,841
| -3% | -$78.2K | 0.18% | 90 |
|
|
2024
Q1 | $2.27M | Buy |
58,346
+395
| +0.7% | +$15.4K | 0.22% | 93 |
|
|
2023
Q4 | $2.02M | Sell |
57,951
-2,288
| -4% | -$79.7K | 0.2% | 106 |
|
|
2023
Q3 | $2.03M | Buy |
60,239
+40
| +0.1% | +$1.35K | 0.21% | 104 |
|
|
2023
Q2 | $1.96M | Buy |
60,199
+691
| +1% | +$22.5K | 0.18% | 112 |
|
|
2023
Q1 | $1.78M | Buy |
59,508
+2,045
| +4% | +$61.1K | 0.17% | 111 |
|
|
2022
Q4 | $1.89M | Sell |
57,463
-882
| -2% | -$29K | 0.21% | 103 |
|
|
2022
Q3 | $1.67M | Buy |
58,345
+513
| +0.9% | +$14.7K | 0.22% | 80 |
|
|
2022
Q2 | $1.81M | Sell |
57,832
-4,734
| -8% | -$148K | 0.27% | 76 |
|
|
2022
Q1 | $2.09M | Sell |
62,566
-1,036
| -2% | -$34.6K | 0.23% | 88 |
|
|
2021
Q4 | $1.66M | Sell |
63,602
-1,585
| -2% | -$41.3K | 0.17% | 89 |
|
|
2021
Q3 | $1.69M | Sell |
65,187
-1,306
| -2% | -$33.9K | 0.19% | 94 |
|
|
2021
Q2 | $1.77M | Buy |
66,493
+37,300
| +128% | +$990K | 0.22% | 101 |
|
|
2021
Q1 | $692K | Buy |
+29,193
| New | +$692K | 0.14% | 124 |
|