Cherry Tree Wealth Management’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 | $723 | Sell |
12
-105
| -90% | -$6.33K | ﹤0.01% | 570 |
|
|
2025
Q1 | $6.96K | Buy |
117
+105
| +875% | +$6.25K | ﹤0.01% | 485 |
|
|
2024
Q4 | $623 | Hold |
12
| – | – | ﹤0.01% | 599 |
|
|
2024
Q3 | $525 | Hold |
12
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $489 | Hold |
12
| – | – | ﹤0.01% | 572 |
|
|
2024
Q1 | $449 | Hold |
12
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $401 | Hold |
12
| – | – | ﹤0.01% | 573 |
|
|
2023
Q3 | $388 | Hold |
12
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $376 | Buy |
+12
| New | +$376 | ﹤0.01% | 574 |
|