CFM Wealth Partners’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
Q2 | $13.9M | Hold |
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|
2025
Q1 | $13.3M | Hold |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $10.2M | Sell |
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|
2024
Q2 | $9.56M | Buy |
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|
2024
Q1 | $8.72M | Sell |
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|
2023
Q4 | $7.91M | Buy |
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|
2023
Q3 | $7.6M | Hold |
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|
2023
Q2 | $7.36M | Sell |
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|
2023
Q1 | $11.7M | Hold |
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|
2022
Q4 | $12.9M | Hold |
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|
2022
Q3 | $11.3M | Sell |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $13.8M | Sell |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10.7M | Sell |
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|
2021
Q1 | $11.5M | Buy |
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|
2020
Q4 | $9.07M | Buy |
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|
2020
Q3 | $8.71M | Buy |
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|
2020
Q2 | $8.27M | Buy |
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|
2020
Q1 | $6.03M | Buy |
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|
2019
Q4 | $9.93M | Buy |
|