Birchcreek 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 | $508K | Hold |
|
|||||
|
2025
Q1 | $483K | Hold |
|
|||||
|
2024
Q4 | $438K | Hold |
|
|||||
|
2024
Q3 | $369K | Hold |
|
|||||
|
2024
Q2 | $344K | Hold |
|
|||||
|
2024
Q1 | $315K | Hold |
|
|||||
|
2023
Q4 | $282K | Hold |
|
|||||
|
2023
Q3 | $273K | Hold |
|
|||||
|
2023
Q2 | $264K | Hold |
|
|||||
|
2023
Q1 | $242K | Sell |
|
|||||
|
2022
Q4 | $290K | Hold |
|
|||||
|
2022
Q3 | $253K | Hold |
|
|||||
|
2022
Q2 | $275K | Buy |
|
|||||
|
2022
Q1 | $270K | Hold |
|
|||||
|
2021
Q4 | $211K | Hold |
|
|||||
|
2021
Q3 | $210K | Hold |
|
|||||
|
2021
Q2 | $215K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $162K | Buy |
|