Atwood & Palmer’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 | $113K | Hold |
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|
2025
Q2 | $112K | Buy |
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|
2025
Q1 | $11.2K | Hold |
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|
2024
Q4 | $10.2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $156K | Hold |
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|
2016
Q1 | $116K | Sell |
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|
2015
Q4 | $191K | Buy |
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|
2015
Q3 | $66K | Hold |
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|
2015
Q2 | $102K | Hold |
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|
2015
Q1 | $90K | Hold |
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|
2014
Q4 | $81K | Hold |
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|
2014
Q3 | $99K | Hold |
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|
2014
Q2 | $104K | Buy |
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