Wealth Alliance’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 | $1.64M | Buy |
26,181
+385
| +1% | +$24.2K | 0.18% | 109 |
|
|
2025
Q1 | $1.54M | Buy |
25,796
+848
| +3% | +$50.7K | 0.19% | 107 |
|
|
2024
Q4 | $1.35M | Sell |
24,948
-7,409
| -23% | -$401K | 0.16% | 125 |
|
|
2024
Q3 | $1.48M | Sell |
32,357
-12,366
| -28% | -$565K | 0.18% | 116 |
|
|
2024
Q2 | $1.9M | Sell |
44,723
-7,125
| -14% | -$303K | 0.25% | 73 |
|
|
2024
Q1 | $2.02M | Buy |
51,848
+314
| +0.6% | +$12.2K | 0.27% | 73 |
|
|
2023
Q4 | $1.79M | Buy |
51,534
+2,482
| +5% | +$86.4K | 0.25% | 79 |
|
|
2023
Q3 | $1.65M | Buy |
49,052
+4,362
| +10% | +$147K | 0.26% | 79 |
|
|
2023
Q2 | $1.46M | Buy |
44,690
+2,612
| +6% | +$85.2K | 0.22% | 99 |
|
|
2023
Q1 | $1.26M | Buy |
42,078
+1,856
| +5% | +$55.4K | 0.2% | 110 |
|
|
2022
Q4 | $1.32M | Buy |
40,222
+4,312
| +12% | +$142K | 0.23% | 97 |
|
|
2022
Q3 | $1.03M | Buy |
35,910
+5,354
| +18% | +$153K | 0.2% | 112 |
|
|
2022
Q2 | $954K | Buy |
30,556
+1,002
| +3% | +$31.3K | 0.18% | 133 |
|
|
2022
Q1 | $987K | Buy |
29,554
+6,167
| +26% | +$206K | 0.2% | 118 |
|
|
2021
Q4 | $609K | Buy |
23,387
+6,020
| +35% | +$157K | 0.12% | 186 |
|
|
2021
Q3 | $450K | Buy |
17,367
+1,821
| +12% | +$47.2K | 0.1% | 227 |
|
|
2021
Q2 | $413K | Buy |
+15,546
| New | +$413K | 0.1% | 240 |
|