WESPAC 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
Q1 | – | Sell |
-15,828
| Closed | -$857K | – | 205 |
|
|
2024
Q4 | $857K | Buy |
+15,828
| New | +$857K | 0.63% | 55 |
|
|
2022
Q4 | – | Sell |
-58,028
| Closed | -$1.66M | – | 90 |
|
|
2022
Q3 | $1.66M | Sell |
58,028
-27,672
| -32% | -$792K | 2.24% | 8 |
|
|
2022
Q2 | $2.68M | Buy |
85,700
+27,187
| +46% | +$849K | 2.04% | 10 |
|
|
2022
Q1 | $1.96M | Buy |
58,513
+24,177
| +70% | +$808K | 2.12% | 6 |
|
|
2021
Q4 | $894K | Sell |
34,336
-1,754
| -5% | -$45.7K | 0.6% | 70 |
|
|
2021
Q3 | $936K | Buy |
36,090
+26,710
| +285% | +$693K | 0.58% | 68 |
|
|
2021
Q2 | $249K | Sell |
9,380
-27,327
| -74% | -$725K | 0.48% | 87 |
|
|
2021
Q1 | $870K | Sell |
36,707
-1,540
| -4% | -$36.5K | 0.65% | 63 |
|
|
2020
Q4 | $767K | Sell |
38,247
-43,376
| -53% | -$870K | 0.59% | 64 |
|
|
2020
Q3 | $1.6M | Sell |
81,623
-1,895
| -2% | -$37.2K | 1.99% | 12 |
|
|
2020
Q2 | $1.59M | Buy |
+83,518
| New | +$1.59M | 1.8% | 15 |
|
|
2019
Q3 | – | Sell |
-8,406
| Closed | -$236K | – | 125 |
|
|
2019
Q2 | $236K | Hold |
8,406
| – | – | 0.18% | 96 |
|
|
2019
Q1 | $241K | Buy |
+8,406
| New | +$241K | 0.17% | 108 |
|
|
2018
Q4 | – | Sell |
-8,406
| Closed | -$229K | – | 166 |
|
|
2018
Q3 | $229K | Buy |
+8,406
| New | +$229K | 0.13% | 128 |
|
|
2016
Q4 | – | Sell |
-21,996
| Closed | -$676K | – | 139 |
|
|
2016
Q3 | $676K | Sell |
21,996
-5,574
| -20% | -$171K | 0.76% | 48 |
|
|
2016
Q2 | $596K | Buy |
+27,570
| New | +$596K | 0.62% | 67 |
|
|
2014
Q4 | – | Sell |
-49,114
| Closed | -$2.72M | – | 158 |
|
|
2014
Q3 | $2.72M | Buy |
49,114
+14,862
| +43% | +$822K | 2.18% | 3 |
|
|
2014
Q2 | $1.99M | Buy |
34,252
+27,582
| +414% | +$1.61M | 2.27% | 5 |
|
|
2014
Q1 | $271K | Buy |
+6,670
| New | +$271K | 0.23% | 107 |
|