CWM
Compass Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Sell |
71,233
-17,108
| -19% | -$1.07M | 1.07% | 37 |
|
|
2025
Q1 | $5.28M | Sell |
88,341
-17,333
| -16% | -$1.04M | 1.35% | 22 |
|
|
2024
Q4 | $5.72M | Sell |
105,674
-9,500
| -8% | -$514K | 1.38% | 19 |
|
|
2024
Q3 | $5.26M | Sell |
115,174
-4,950
| -4% | -$226K | 1.24% | 28 |
|
|
2024
Q2 | $5.11M | Sell |
120,124
-275
| -0.2% | -$11.7K | 1.26% | 25 |
|
|
2024
Q1 | $4.69M | Sell |
120,399
-911
| -0.8% | -$35.5K | 1.17% | 31 |
|
|
2023
Q4 | $4.23M | Sell |
121,310
-1,251
| -1% | -$43.6K | 1.18% | 27 |
|
|
2023
Q3 | $4.13M | Sell |
122,561
-957
| -0.8% | -$32.2K | 1.3% | 26 |
|
|
2023
Q2 | $4.03M | Buy |
123,518
+14,350
| +13% | +$468K | 1.22% | 29 |
|
|
2023
Q1 | $3.26M | Buy |
109,168
+19,300
| +21% | +$576K | 1.04% | 35 |
|
|
2022
Q4 | $2.96M | Buy |
+89,868
| New | +$2.96M | 0.97% | 36 |
|