Congress 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 | $18.4M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $703K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.22M | Hold |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $990K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $266K | Buy |
|