Wealthspire Advisors (New York)’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 | $1.59M | Sell |
25,363
-4,931
| -16% | -$310K | 0.01% | 313 |
|
|
2025
Q1 | $1.81M | Sell |
30,294
-2,649
| -8% | -$158K | 0.01% | 288 |
|
|
2024
Q4 | $1.78M | Sell |
32,943
-2,783
| -8% | -$151K | 0.02% | 263 |
|
|
2024
Q3 | $1.63M | Buy |
35,726
+234
| +0.7% | +$10.7K | 0.02% | 283 |
|
|
2024
Q2 | $1.51M | Sell |
35,492
-2,975
| -8% | -$126K | 0.02% | 247 |
|
|
2024
Q1 | $1.5M | Sell |
38,467
-2,349
| -6% | -$91.5K | 0.02% | 243 |
|
|
2023
Q4 | $1.42M | Sell |
40,816
-1,982
| -5% | -$69K | 0.02% | 250 |
|
|
2023
Q3 | $1.44M | Buy |
42,798
+25,834
| +152% | +$870K | 0.02% | 213 |
|
|
2023
Q2 | $554K | Sell |
16,964
-65
| -0.4% | -$2.12K | 0.01% | 342 |
|
|
2023
Q1 | $508K | Sell |
17,029
-3,000
| -15% | -$89.6K | 0.01% | 355 |
|
|
2022
Q4 | $659K | Buy |
20,029
+3,279
| +20% | +$108K | 0.01% | 336 |
|
|
2022
Q3 | $480K | Sell |
16,750
-454
| -3% | -$13K | 0.01% | 340 |
|
|
2022
Q2 | $537K | Buy |
+17,204
| New | +$537K | 0.01% | 304 |
|
|
2022
Q1 | – | Sell |
-10,319
| Closed | -$269K | – | 553 |
|
|
2021
Q4 | $269K | Buy |
10,319
+1,532
| +17% | +$39.9K | 0.01% | 442 |
|
|
2021
Q3 | $228K | Buy |
+8,787
| New | +$228K | ﹤0.01% | 521 |
|
|
2021
Q2 | – | Sell |
-25,808
| Closed | -$611K | – | 672 |
|
|
2021
Q1 | $611K | Buy |
25,808
+5,432
| +27% | +$129K | 0.01% | 347 |
|
|
2020
Q4 | $409K | Buy |
20,376
+8,171
| +67% | +$164K | 0.01% | 345 |
|
|
2020
Q3 | $240K | Buy |
+12,205
| New | +$240K | 0.01% | 266 |
|
|
2020
Q2 | – | Sell |
-21,404
| Closed | -$303K | – | 535 |
|
|
2020
Q1 | $303K | Buy |
21,404
+7,242
| +51% | +$103K | 0.01% | 379 |
|
|
2019
Q4 | $336K | Buy |
14,162
+1,751
| +14% | +$41.5K | 0.02% | 137 |
|
|
2019
Q3 | $299K | Buy |
12,411
+3,674
| +42% | +$88.5K | 0.02% | 119 |
|
|
2019
Q2 | $245K | Buy |
+8,737
| New | +$245K | 0.02% | 84 |
|
|
2019
Q1 | – | Sell |
-1,378
| Closed | -$30K | – | 801 |
|
|
2018
Q4 | $30K | Buy |
+1,378
| New | +$30K | ﹤0.01% | 262 |
|