Axxcess 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
$2.14M Sell
2025
Q1
$2.51M Sell
2024
Q4
$2.62M Sell
2024
Q3
$2.86M Buy
2024
Q2
$1.57M Sell
2024
Q1
$2.79M Buy
2023
Q4
$2.39M Buy
2023
Q3
$2.04M Buy
2023
Q2
$962K Sell
2023
Q1
$1.86M Buy
2022
Q4
$1.99M Buy
2022
Q3
$566K Buy
2022
Q2
$599K Buy
2022
Q1
$328K Buy