Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $837 | Hold |
|
|||||
|
2025
Q4 | $692 | Hold |
|
|||||
|
2025
Q3 | $729 | Hold |
|
|||||
|
2025
Q2 | $723 | Sell |
|
|||||
|
2025
Q1 | $6.96K | Buy |
|
|||||
|
2024
Q4 | $623 | Hold |
|
|||||
|
2024
Q3 | $525 | Hold |
|
|||||
|
2024
Q2 | $489 | Hold |
|
|||||
|
2024
Q1 | $449 | Hold |
|
|||||
|
2023
Q4 | $401 | Hold |
|
|||||
|
2023
Q3 | $388 | Hold |
|
|||||
|
2023
Q2 | $376 | Buy |
|