Concord Wealth Partners’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 | $31.7K | Hold |
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|
2025
Q2 | $31.4K | Hold |
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|
2025
Q1 | $29.9K | Hold |
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|
2024
Q4 | $27.1K | Sell |
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|
2024
Q3 | $26.4K | Buy |
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|
2024
Q2 | $21.3K | Hold |
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|
2024
Q1 | $19.5K | Sell |
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|
2023
Q4 | $22.2K | Buy |
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|
2023
Q3 | $16.8K | Sell |
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|
2023
Q2 | $21.4K | Buy |
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|
2023
Q1 | $14.9K | Sell |
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|
2022
Q4 | $29.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $8K | Buy |
|