AllSquare Wealth Management’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
Q2
$15.7K Sell
2025
Q1
$29.9K Sell
2024
Q4
$37.9K Sell
2024
Q3
$54.8K Hold
2024
Q2
$51K Hold
2024
Q1
$46.8K Hold
2023
Q4
$41.8K Hold
2023
Q3
$40.4K Hold
2023
Q2
$34.3K Hold
2023
Q1
$35.8K Hold
2022
Q4
$39.5K Hold
2022
Q3
$34K Sell
2022
Q2
$61K Hold
2022
Q1
$65K Buy
2021
Q4
$48K Buy
2021
Q3
$41K Buy
2021
Q2
$29K Buy
2021
Q1
$18K Hold
2020
Q4
$16K Hold
2020
Q3
$15K Buy