Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $83.5K | Buy |
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|
2024
Q4 | $55.9K | Buy |
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|
2024
Q3 | $46.8K | Buy |
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|
2024
Q2 | $8.03K | Buy |
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|
2024
Q1 | $6.78K | Buy |
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|
2023
Q4 | $4.7K | Sell |
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|
2023
Q3 | $7.6K | Buy |
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|
2023
Q2 | $7.18K | Buy |
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|
2023
Q1 | $4.66K | Sell |
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|
2022
Q4 | $6.18K | Buy |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | $23K | Buy |
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