Blue Zone Wealth Advisors’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
$9.48M Buy
2025
Q2
$9.07M Sell
2025
Q1
$8.81M Sell
2024
Q4
$8.62M Sell
2024
Q3
$7.36M Buy
2024
Q2
$6.72M Sell
2024
Q1
$6.49M Buy
2023
Q4
$5.74M Buy
2023
Q3
$5.46M Buy
2023
Q2
$5.08M Buy
2023
Q1
$4.55M Buy
2022
Q4
$4.72M Buy
2022
Q3
$4.06M Buy
2022
Q2
$4.39M Buy
2022
Q1
$4.68M Buy