Cetera Trust Company’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
2,191
| – | – | 0.08% | 188 |
|
|
2025
Q1 | $131K | Hold |
2,191
| – | – | 0.08% | 184 |
|
|
2024
Q4 | $119K | Sell |
2,191
-244
| -10% | -$13.2K | 0.08% | 192 |
|
|
2024
Q3 | $111K | Hold |
2,435
| – | – | 0.07% | 202 |
|
|
2024
Q2 | $103K | Hold |
2,435
| – | – | 0.07% | 203 |
|
|
2024
Q1 | $94.9K | Hold |
2,435
| – | – | 0.06% | 207 |
|
|
2023
Q4 | $84.8K | Buy |
+2,435
| New | +$84.8K | 0.05% | 209 |
|