Wealthcare Advisory Partners’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 | $404K | Buy |
6,437
+428
| +7% | +$26.9K | 0.01% | 700 |
|
|
2025
Q1 | $359K | Sell |
6,009
-173
| -3% | -$10.3K | 0.01% | 677 |
|
|
2024
Q4 | $335K | Sell |
6,182
-34
| -0.5% | -$1.84K | 0.01% | 677 |
|
|
2024
Q3 | $284K | Buy |
6,216
+686
| +12% | +$31.3K | 0.01% | 741 |
|
|
2024
Q2 | $235K | Buy |
+5,530
| New | +$235K | 0.01% | 744 |
|
|
2021
Q2 | – | Sell |
-2,879
| Closed | -$68K | – | 1873 |
|
|
2021
Q1 | $68K | Buy |
+2,879
| New | +$68K | ﹤0.01% | 791 |
|
|
2020
Q2 | – | Sell |
-585
| Closed | -$8K | – | 1365 |
|
|
2020
Q1 | $8K | Sell |
585
-67
| -10% | -$916 | ﹤0.01% | 993 |
|
|
2019
Q4 | $15K | Sell |
652
-115
| -15% | -$2.65K | ﹤0.01% | 847 |
|
|
2019
Q3 | $18K | Hold |
767
| – | – | ﹤0.01% | 779 |
|
|
2019
Q2 | $22K | Hold |
767
| – | – | ﹤0.01% | 702 |
|
|
2019
Q1 | $22K | Sell |
767
-73
| -9% | -$2.09K | ﹤0.01% | 640 |
|
|
2018
Q4 | $19K | Hold |
840
| – | – | ﹤0.01% | 645 |
|
|
2018
Q3 | $23K | Buy |
840
+95
| +13% | +$2.6K | ﹤0.01% | 641 |
|
|
2018
Q2 | $20K | Hold |
745
| – | – | ﹤0.01% | 679 |
|
|
2018
Q1 | $19K | Buy |
745
+600
| +414% | +$15.3K | ﹤0.01% | 594 |
|
|
2017
Q4 | $4K | Hold |
145
| – | – | ﹤0.01% | 843 |
|
|
2017
Q3 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 696 |
|