Carr Financial Group’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
Q4 | $241K | Buy |
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|
2025
Q3 | $246K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $840K | Buy |
|