Buckingham Strategic 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
Q2 | $724K | Buy |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $253K | Buy |
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|
2015
Q1 | $219K | Sell |
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|
2014
Q4 | $203K | Buy |
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|
2014
Q3 | $247K | Buy |
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|
2014
Q2 | $257K | Buy |
|