Bogart Wealth LLC’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 | $8.01M | Sell |
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|
2025
Q2 | $8.04M | Buy |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $8.54M | Sell |
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|
2024
Q3 | $7.4M | Sell |
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|
2024
Q2 | $6.98M | Sell |
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|
2024
Q1 | $9.86M | Sell |
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|
2023
Q4 | $8.88M | Sell |
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|
2023
Q3 | $8.81M | Sell |
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|
2023
Q2 | $8.63M | Buy |
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|
2023
Q1 | $7.82M | Buy |
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|
2022
Q4 | $7.74M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $2.67M | Buy |
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