Bison Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $206K | Sell |
|
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | $245K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $212K | Buy |
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|
2015
Q2 | $255K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $205K | Buy |
|