Confluence Wealth Services’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 | $452K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $319K | Sell |
|
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $153K | Buy |
|