Asset Dedication LLC’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 | $280K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $196K | Sell |
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|
2024
Q2 | $191K | Buy |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $137K | Sell |
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $135K | Hold |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $3K | Buy |
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