CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
3,500
| – | – | 0.08% | 134 |
|
|
2025
Q1 | $204K | Buy |
+3,500
| New | +$204K | 0.08% | 128 |
|
|
2024
Q1 | – | Sell |
-8,000
| Closed | -$272K | – | 135 |
|
|
2023
Q4 | $272K | Hold |
8,000
| – | – | 0.11% | 114 |
|
|
2023
Q3 | $276K | Buy |
+8,000
| New | +$276K | 0.13% | 108 |
|