United Capital 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 | $1.52M | Buy |
24,167
+779
| +3% | +$48.9K | 0.01% | 497 |
|
|
2025
Q1 | $1.4M | Buy |
23,388
+2,824
| +14% | +$169K | 0.01% | 493 |
|
|
2024
Q4 | $1.11M | Buy |
20,564
+405
| +2% | +$21.9K | 0.01% | 523 |
|
|
2024
Q3 | $920K | Sell |
20,159
-225
| -1% | -$10.3K | 0.01% | 562 |
|
|
2024
Q2 | $866K | Sell |
20,384
-48,867
| -71% | -$2.08M | 0.01% | 563 |
|
|
2024
Q1 | $2.7M | Sell |
69,251
-3,542
| -5% | -$138K | 0.02% | 374 |
|
|
2023
Q4 | $2.54M | Sell |
72,793
-132,400
| -65% | -$4.61M | 0.02% | 378 |
|
|
2023
Q3 | $6.91M | Sell |
205,193
-3,979
| -2% | -$134K | 0.05% | 262 |
|
|
2023
Q2 | $6.83M | Sell |
209,172
-12,490
| -6% | -$408K | 0.04% | 279 |
|
|
2023
Q1 | $6.62M | Buy |
221,662
+13,517
| +6% | +$404K | 0.04% | 290 |
|
|
2022
Q4 | $6.85M | Sell |
208,145
-5,349
| -3% | -$176K | 0.04% | 293 |
|
|
2022
Q3 | $6.11M | Buy |
213,494
+7,477
| +4% | +$214K | 0.04% | 304 |
|
|
2022
Q2 | $6.43M | Sell |
206,017
-6,294
| -3% | -$196K | 0.04% | 308 |
|
|
2022
Q1 | $7.09M | Sell |
212,311
-2,287
| -1% | -$76.4K | 0.03% | 314 |
|
|
2021
Q4 | $5.59M | Sell |
214,598
-5,931
| -3% | -$154K | 0.03% | 357 |
|
|
2021
Q3 | $5.72M | Sell |
220,529
-14,737
| -6% | -$382K | 0.03% | 358 |
|
|
2021
Q2 | $6.25M | Sell |
235,266
-2,684
| -1% | -$71.3K | 0.03% | 347 |
|
|
2021
Q1 | $5.64M | Sell |
237,950
-35,916
| -13% | -$851K | 0.03% | 344 |
|
|
2020
Q4 | $5.49M | Sell |
273,866
-50,612
| -16% | -$1.01M | 0.03% | 340 |
|
|
2020
Q3 | $6.38M | Sell |
324,478
-13,249
| -4% | -$260K | 0.04% | 302 |
|
|
2020
Q2 | $6.42M | Buy |
337,727
+12,480
| +4% | +$237K | 0.05% | 313 |
|
|
2020
Q1 | $4.6M | Buy |
325,247
+27,721
| +9% | +$392K | 0.04% | 350 |
|
|
2019
Q4 | $7.06M | Sell |
297,526
-51,414
| -15% | -$1.22M | 0.05% | 356 |
|
|
2019
Q3 | $8.4M | Sell |
348,940
-30,252
| -8% | -$728K | 0.06% | 314 |
|
|
2019
Q2 | $10.6M | Buy |
379,192
+49,767
| +15% | +$1.4M | 0.07% | 288 |
|
|
2019
Q1 | $9.46M | Buy |
329,425
+55,321
| +20% | +$1.59M | 0.07% | 296 |
|
|
2018
Q4 | $6.04M | Buy |
274,104
+50,451
| +23% | +$1.11M | 0.05% | 332 |
|
|
2018
Q3 | $6.08M | Buy |
223,653
+136,211
| +156% | +$3.7M | 0.04% | 398 |
|
|
2018
Q2 | $2.37M | Buy |
87,442
+5,259
| +6% | +$143K | 0.02% | 558 |
|
|
2018
Q1 | $2.04M | Buy |
82,183
+2,735
| +3% | +$68K | 0.02% | 581 |
|
|
2017
Q4 | $2.42M | Sell |
79,448
-14,251
| -15% | -$435K | 0.02% | 548 |
|
|
2017
Q3 | $2.81M | Sell |
93,699
-6,076
| -6% | -$182K | 0.02% | 503 |
|
|
2017
Q2 | $3.02M | Buy |
99,775
+1,934
| +2% | +$58.6K | 0.03% | 478 |
|
|
2017
Q1 | $2.9M | Buy |
97,841
+624
| +0.6% | +$18.5K | 0.03% | 478 |
|
|
2016
Q4 | $3.03M | Sell |
97,217
-11,615
| -11% | -$362K | 0.03% | 468 |
|
|
2016
Q3 | $3.34M | Sell |
108,832
-29,474
| -21% | -$906K | 0.03% | 465 |
|
|
2016
Q2 | $3.04M | Buy |
138,306
+3,375
| +3% | +$74.3K | 0.03% | 460 |
|
|
2016
Q1 | $2.17M | Sell |
134,931
-23,845
| -15% | -$383K | 0.02% | 514 |
|
|
2015
Q4 | $4.08M | Sell |
158,776
-45,604
| -22% | -$1.17M | 0.05% | 371 |
|
|
2015
Q3 | $7.53M | Buy |
204,380
+125,659
| +160% | +$4.63M | 0.09% | 235 |
|
|
2015
Q2 | $4.52M | Buy |
78,721
+13,190
| +20% | +$757K | 0.05% | 355 |
|
|
2015
Q1 | $3.36M | Buy |
65,531
+13,763
| +27% | +$705K | 0.04% | 434 |
|
|
2014
Q4 | $2.33M | Buy |
51,768
+43,596
| +533% | +$1.96M | 0.03% | 432 |
|
|
2014
Q3 | $452K | Buy |
+8,172
| New | +$452K | 0.01% | 815 |
|
|
2014
Q2 | – | Sell |
-36,196
| Closed | -$1.47M | – | 943 |
|
|
2014
Q1 | $1.47M | Sell |
36,196
-4,726
| -12% | -$192K | 0.03% | 411 |
|
|
2013
Q4 | $1.58M | Buy |
+40,922
| New | +$1.58M | 0.05% | 274 |
|
|
2013
Q3 | – | Sell |
-37,036
| Closed | -$1.2M | – | 752 |
|
|
2013
Q2 | $1.2M | Buy |
+37,036
| New | +$1.2M | 0.03% | 378 |
|