Compass 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
Q2 | $4.47M | Sell |
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|
2025
Q1 | $5.28M | Sell |
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|
2024
Q4 | $5.72M | Sell |
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|
2024
Q3 | $5.26M | Sell |
|
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|
2024
Q2 | $5.11M | Sell |
|
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|
2024
Q1 | $4.69M | Sell |
|
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|
2023
Q4 | $4.23M | Sell |
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|
2023
Q3 | $4.13M | Sell |
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|
2023
Q2 | $4.03M | Buy |
|
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $2.96M | Buy |
|