CWP
CFM Wealth Partners’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Hold |
222,013
| – | – | 2.22% | 10 |
|
|
2025
Q1 | $13.3M | Hold |
222,013
| – | – | 2.34% | 10 |
|
|
2024
Q4 | $12M | Sell |
222,013
-1,643
| -0.7% | -$88.9K | 2.03% | 11 |
|
|
2024
Q3 | $10.2M | Sell |
223,656
-1,186
| -0.5% | -$54.1K | 1.78% | 13 |
|
|
2024
Q2 | $9.56M | Buy |
224,842
+1,087
| +0.5% | +$46.2K | 1.76% | 11 |
|
|
2024
Q1 | $8.72M | Sell |
223,755
-3,352
| -1% | -$131K | 1.75% | 12 |
|
|
2023
Q4 | $7.91M | Buy |
227,107
+1,539
| +0.7% | +$53.6K | 1.79% | 11 |
|
|
2023
Q3 | $7.6M | Hold |
225,568
| – | – | 1.99% | 10 |
|
|
2023
Q2 | $7.36M | Sell |
225,568
-167,472
| -43% | -$5.46M | 1.79% | 10 |
|
|
2023
Q1 | $11.7M | Hold |
393,040
| – | – | 3.16% | 6 |
|
|
2022
Q4 | $12.9M | Hold |
393,040
| – | – | 3.87% | 3 |
|
|
2022
Q3 | $11.3M | Sell |
393,040
-28,955
| -7% | -$829K | 3.59% | 4 |
|
|
2022
Q2 | $13.2M | Buy |
421,995
+9,922
| +2% | +$310K | 3.95% | 3 |
|
|
2022
Q1 | $13.8M | Sell |
412,073
-432
| -0.1% | -$14.4K | 3.3% | 6 |
|
|
2021
Q4 | $10.9M | Buy |
412,505
+2,461
| +0.6% | +$65.2K | 2.44% | 8 |
|
|
2021
Q3 | $10.6M | Buy |
410,044
+6,700
| +2% | +$174K | 2.67% | 8 |
|
|
2021
Q2 | $10.7M | Sell |
403,344
-81,842
| -17% | -$2.17M | 2.84% | 8 |
|
|
2021
Q1 | $11.5M | Buy |
485,186
+32,849
| +7% | +$778K | 3.47% | 3 |
|
|
2020
Q4 | $9.07M | Buy |
452,337
+8,862
| +2% | +$178K | 2.89% | 8 |
|
|
2020
Q3 | $8.71M | Buy |
443,475
+8,798
| +2% | +$173K | 3.18% | 6 |
|
|
2020
Q2 | $8.27M | Buy |
434,677
+8,596
| +2% | +$163K | 3.14% | 4 |
|
|
2020
Q1 | $6.03M | Buy |
426,081
+12,865
| +3% | +$182K | 2.8% | 8 |
|
|
2019
Q4 | $9.93M | Buy |
+413,216
| New | +$9.93M | 3.66% | 3 |
|