Chicago Partners Investment Group’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 | $17.8M | Sell |
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|
2025
Q1 | $18.4M | Sell |
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|
2024
Q4 | $18.5M | Sell |
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|
2024
Q3 | $17.5M | Sell |
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|
2024
Q2 | $14.4M | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $11.5M | Sell |
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|
2023
Q1 | $10.9M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $11.7M | Sell |
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|
2022
Q1 | $12.1M | Buy |
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|
2021
Q4 | $10.3M | Buy |
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|
2021
Q3 | $9.82M | Buy |
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|
2021
Q2 | $8.57M | Sell |
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|
2021
Q1 | $8.14M | Buy |
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|
2020
Q4 | $7.03M | Sell |
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|
2020
Q3 | $6.55M | Buy |
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|
2020
Q2 | $6.4M | Sell |
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|
2020
Q1 | $6.18M | Buy |
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|
2019
Q4 | $7.96M | Sell |
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|
2019
Q3 | $7.99M | Sell |
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|
2019
Q2 | $9.75M | Buy |
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|
2019
Q1 | $9.9M | Sell |
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|
2018
Q4 | $8.82M | Buy |
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|
2018
Q3 | $7.84M | Buy |
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|
2018
Q2 | $1.79M | Buy |
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|
2018
Q1 | $1.49M | Sell |
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|
2017
Q4 | $2.33M | Buy |
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|
2017
Q3 | $818K | Buy |
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|
2017
Q2 | $194K | Sell |
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|
2017
Q1 | $435K | Buy |
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|
2016
Q4 | $178K | Sell |
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|
2016
Q3 | $190K | Buy |
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|
2016
Q2 | $80K | Sell |
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|
2016
Q1 | $494K | Buy |
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|
2015
Q4 | $488K | Buy |
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|
2015
Q3 | $613K | Sell |
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|
2015
Q2 | $1.33M | Buy |
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|
2015
Q1 | $522K | Buy |
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|
2014
Q4 | $35K | Buy |
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