U.S. Capital Wealth 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 | $10.9M | Buy |
174,240
+428
| +0.2% | +$26.9K | 0.32% | 76 |
|
|
2025
Q1 | $10.4M | Buy |
173,812
+103,580
| +147% | +$6.19M | 0.32% | 72 |
|
|
2024
Q4 | $3.8M | Buy |
70,232
+1,654
| +2% | +$89.5K | 0.12% | 190 |
|
|
2024
Q3 | $3.13M | Buy |
68,578
+507
| +0.7% | +$23.1K | 0.11% | 175 |
|
|
2024
Q2 | $2.89M | Sell |
68,071
-1,638
| -2% | -$69.6K | 0.11% | 179 |
|
|
2024
Q1 | $2.72M | Sell |
69,709
-9,031
| -11% | -$352K | 0.1% | 187 |
|
|
2023
Q4 | $2.74M | Sell |
78,740
-1,435
| -2% | -$50K | 0.11% | 182 |
|
|
2023
Q3 | $2.7M | Buy |
80,175
+4,612
| +6% | +$155K | 0.12% | 161 |
|
|
2023
Q2 | $2.47M | Sell |
75,563
-1,537
| -2% | -$50.2K | 0.12% | 177 |
|
|
2023
Q1 | $2.3M | Buy |
77,100
+1,789
| +2% | +$53.4K | 0.11% | 183 |
|
|
2022
Q4 | $2.48M | Buy |
75,311
+3,106
| +4% | +$102K | 0.11% | 173 |
|
|
2022
Q3 | $2.07M | Sell |
72,205
-23,915
| -25% | -$685K | 0.1% | 182 |
|
|
2022
Q2 | $3M | Buy |
96,120
+23,500
| +32% | +$733K | 0.13% | 160 |
|
|
2022
Q1 | $2.43M | Buy |
72,620
+398
| +0.6% | +$13.3K | 0.09% | 213 |
|
|
2021
Q4 | $1.88M | Hold |
72,222
| – | – | 0.07% | 270 |
|
|
2021
Q3 | $1.87M | Buy |
+72,222
| New | +$1.87M | 0.08% | 259 |
|