Addison 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 | $63.4K | Hold |
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|
2025
Q2 | $62.8K | Hold |
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|
2025
Q1 | $59.8K | Hold |
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|
2024
Q4 | $54.1K | Sell |
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|
2024
Q3 | $50.2K | Hold |
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|
2024
Q2 | $46.8K | Hold |
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|
2024
Q1 | $42.9K | Hold |
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|
2023
Q4 | $38.3K | Hold |
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|
2023
Q3 | $37.1K | Hold |
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|
2023
Q2 | $35.9K | Hold |
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|
2023
Q1 | $32.8K | Sell |
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|
2022
Q4 | $37.5K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $27K | Buy |
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|
2020
Q4 | $20K | Buy |
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