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
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