Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
WMB holding history
Williams Companies, Inc. in every 13F filed by Cypress Wealth Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMB overviewAll 13F holders of WMBFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −9,260−100.0% | Sold out | Holders |
| Q3 2024 | 9,260 | $422.7K | 0.1% | +166+1.8% | Added | Holders |
| Q2 2024 | 9,094 | $386.5K | 0.1% | +512+6.0% | Added | Holders |
| Q1 2024 | 8,582 | $334.4K | 0.1% | −1,139−11.7% | Reduced | Holders |
| Q4 2023 | 9,721 | $338.6K | 0.1% | +9,721 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −9,945−100.0% | Sold out | Holders |
| Q2 2023 | 9,945 | $328.3K | 0.1% | −3,000−23.2% | Reduced | Holders |
| Q1 2023 | 12,945 | $386.5K | 0.1% | +2,667+25.9% | Added | Holders |
| Q4 2022 | 10,278 | $338.1K | 0.1% | +146+1.4% | Added | Holders |
| Q3 2022 | 10,132 | $302.0K | 0.1% | +130+1.3% | Added | Holders |
| Q2 2022 | 10,002 | $312.0K | 0.1% | +2,344+30.6% | Added | Holders |
| Q1 2022 | 7,658 | $256.0K | 0.1% | +7,658 | New | Holders |