1620 Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $903K | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $785K | Sell |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $592K | Hold |
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|
2021
Q4 | $592K | Buy |
|