XML Financial’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 | $364K | Hold |
5,800
| – | – | 0.03% | 283 |
|
|
2025
Q1 | $347K | Sell |
5,800
-1,563
| -21% | -$93.4K | 0.03% | 269 |
|
|
2024
Q4 | $398K | Buy |
7,363
+513
| +7% | +$27.8K | 0.04% | 255 |
|
|
2024
Q3 | $313K | Buy |
6,850
+302
| +5% | +$13.8K | 0.03% | 283 |
|
|
2024
Q2 | $278K | Sell |
6,548
-1,762
| -21% | -$74.9K | 0.03% | 283 |
|
|
2024
Q1 | $324K | Buy |
8,310
+18
| +0.2% | +$701 | 0.03% | 269 |
|
|
2023
Q4 | $289K | Sell |
8,292
-506
| -6% | -$17.6K | 0.03% | 266 |
|
|
2023
Q3 | $296K | Sell |
8,798
-832
| -9% | -$28K | 0.04% | 264 |
|
|
2023
Q2 | $290K | Sell |
9,630
-3,336
| -26% | -$100K | 0.03% | 276 |
|
|
2023
Q1 | $387K | Sell |
12,966
-322
| -2% | -$9.62K | 0.05% | 238 |
|
|
2022
Q4 | $437K | Buy |
13,288
+464
| +4% | +$15.3K | 0.05% | 213 |
|
|
2022
Q3 | $367K | Buy |
12,824
+4,457
| +53% | +$128K | 0.05% | 224 |
|
|
2022
Q2 | $261K | Sell |
8,367
-5,786
| -41% | -$180K | 0.06% | 186 |
|
|
2022
Q1 | $473K | Sell |
14,153
-1,398
| -9% | -$46.7K | 0.06% | 214 |
|
|
2021
Q4 | $405K | Buy |
15,551
+255
| +2% | +$6.64K | 0.05% | 230 |
|
|
2021
Q3 | $397K | Buy |
15,296
+4,532
| +42% | +$118K | 0.05% | 223 |
|
|
2021
Q2 | $286K | Buy |
+10,764
| New | +$286K | 0.06% | 177 |
|
|
2021
Q1 | – | Sell |
-10,539
| Closed | -$211K | – | 227 |
|
|
2020
Q4 | $211K | Buy |
+10,539
| New | +$211K | 0.05% | 194 |
|
|
2020
Q3 | – | Sell |
-11,613
| Closed | -$221K | – | 206 |
|
|
2020
Q2 | $221K | Buy |
+11,613
| New | +$221K | 0.08% | 173 |
|