Baker Tilly 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
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $3.9M | Buy |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $3.29M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $734K | Buy |
|