Cassady Schiller Wealth Management’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
Q4 | $102K | Buy |
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|
2024
Q3 | $81.3K | Hold |
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|
2024
Q2 | $75.7K | Sell |
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|
2024
Q1 | $88.9K | Hold |
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|
2023
Q4 | $79.4K | Hold |
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|
2023
Q3 | $76.8K | Buy |
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|
2023
Q2 | $49.8K | Buy |
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|
2023
Q1 | $14.9K | Hold |
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|
2022
Q4 | $16.4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $14K | Buy |
|