CWM
Cedar Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26K | Buy |
+84
| New | +$5.26K | ﹤0.01% | 188 |
|
|
2019
Q4 | – | Sell |
-1,209
| Closed | -$29K | – | 188 |
|
|
2019
Q3 | $29K | Buy |
1,209
+240
| +25% | +$5.76K | 0.02% | 108 |
|
|
2019
Q2 | $27K | Hold |
969
| – | – | 0.02% | 131 |
|
|
2019
Q1 | $28K | Hold |
969
| – | – | 0.02% | 124 |
|
|
2018
Q4 | $21K | Sell |
969
-150
| -13% | -$3.25K | 0.02% | 119 |
|
|
2018
Q3 | $30K | Buy |
+1,119
| New | +$30K | 0.02% | 97 |
|