Atria Wealth Solutions’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
$1.34M Sell
2025
Q1
$2.11M Sell
2024
Q4
$3.21M Buy
2024
Q3
$2.31M Sell
2024
Q2
$2.18M Sell
2024
Q1
$2.2M Buy
2023
Q4
$1.91M Buy
2023
Q3
$1.7M Sell
2023
Q2
$1.66M Buy
2023
Q1
$1.44M Buy
2022
Q4
$1.36M Buy
2022
Q3
$1.18M Buy
2022
Q2
$453K Sell
2022
Q1
$1.06M Buy