Arete Wealth 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
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $592K | Buy |
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|
2022
Q4 | $562M | Sell |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $208K | Buy |
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