CWS
Confluence Wealth Services’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
7,190
+11
| +0.2% | +$691 | 0.02% | 257 |
|
|
2025
Q1 | $420K | Buy |
7,179
+11
| +0.2% | +$643 | 0.03% | 248 |
|
|
2024
Q4 | $426K | Buy |
7,168
+177
| +3% | +$10.5K | 0.03% | 239 |
|
|
2024
Q3 | $319K | Sell |
6,991
-3
| -0% | -$137 | 0.02% | 271 |
|
|
2024
Q2 | $297K | Sell |
6,994
-124
| -2% | -$5.27K | 0.02% | 296 |
|
|
2024
Q1 | $277K | Buy |
7,118
+170
| +2% | +$6.63K | 0.02% | 278 |
|
|
2023
Q4 | $242K | Buy |
6,948
+16
| +0.2% | +$557 | 0.03% | 264 |
|
|
2023
Q3 | $234K | Buy |
6,932
+16
| +0.2% | +$539 | 0.05% | 237 |
|
|
2023
Q2 | $226K | Buy |
6,916
+37
| +0.5% | +$1.21K | 0.05% | 248 |
|
|
2023
Q1 | $205K | Buy |
6,879
+518
| +8% | +$15.5K | 0.05% | 254 |
|
|
2022
Q4 | $209K | Buy |
+6,361
| New | +$209K | 0.05% | 223 |
|
|
2022
Q3 | – | Sell |
-5,994
| Closed | -$203K | – | 276 |
|
|
2022
Q2 | $203K | Buy |
+5,994
| New | +$203K | 0.09% | 257 |
|
|
2022
Q1 | – | Sell |
-5,884
| Closed | -$153K | – | 1174 |
|
|
2021
Q4 | $153K | Buy |
+5,884
| New | +$153K | 0.05% | 257 |
|