WJWM
Williams Jones Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
69,620
+2,957
| +4% | +$186K | 0.05% | 143 |
|
|
2025
Q1 | $3.98M | Buy |
66,663
+34,630
| +108% | +$2.07M | 0.05% | 145 |
|
|
2024
Q4 | $1.73M | Sell |
32,033
-149
| -0.5% | -$8.06K | 0.02% | 200 |
|
|
2024
Q3 | $1.47M | Sell |
32,182
-237
| -0.7% | -$10.8K | 0.02% | 221 |
|
|
2024
Q2 | $1.38M | Buy |
32,419
+3,479
| +12% | +$148K | 0.02% | 229 |
|
|
2024
Q1 | $1.13M | Sell |
28,940
-6,405
| -18% | -$250K | 0.01% | 250 |
|
|
2023
Q4 | $1.23M | Buy |
35,345
+5,605
| +19% | +$195K | 0.02% | 237 |
|
|
2023
Q3 | $1M | Buy |
29,740
+4,799
| +19% | +$162K | 0.02% | 251 |
|
|
2023
Q2 | $814K | Sell |
24,941
-437
| -2% | -$14.3K | 0.01% | 279 |
|
|
2023
Q1 | $758K | Sell |
25,378
-43
| -0.2% | -$1.28K | 0.01% | 309 |
|
|
2022
Q4 | $836K | Sell |
25,421
-1,258
| -5% | -$41.4K | 0.01% | 291 |
|
|
2022
Q3 | $764K | Sell |
26,679
-1,103
| -4% | -$31.6K | 0.01% | 304 |
|
|
2022
Q2 | $867K | Buy |
27,782
+4,175
| +18% | +$130K | 0.01% | 292 |
|
|
2022
Q1 | $789K | Sell |
23,607
-588
| -2% | -$19.7K | 0.01% | 294 |
|
|
2021
Q4 | $630K | Hold |
24,195
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $628K | Sell |
24,195
-2,000
| -8% | -$51.9K | 0.01% | 298 |
|
|
2021
Q2 | $695K | Buy |
26,195
+6,870
| +36% | +$182K | 0.01% | 283 |
|
|
2021
Q1 | $458K | Buy |
19,325
+3,850
| +25% | +$91.2K | 0.01% | 321 |
|
|
2020
Q4 | $310K | Sell |
15,475
-3,422
| -18% | -$68.6K | 0.01% | 364 |
|
|
2020
Q3 | $371K | Buy |
18,897
+8,702
| +85% | +$171K | 0.01% | 304 |
|
|
2020
Q2 | $194K | Sell |
10,195
-4,800
| -32% | -$91.3K | ﹤0.01% | 380 |
|
|
2020
Q1 | $212K | Sell |
14,995
-1,292
| -8% | -$18.3K | 0.01% | 340 |
|
|
2019
Q4 | $386K | Sell |
16,287
-12,674
| -44% | -$300K | 0.01% | 321 |
|
|
2019
Q3 | $697K | Buy |
+28,961
| New | +$697K | 0.01% | 231 |
|