CWM
Congress Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
293,319
+7,410
| +3% | +$465K | 0.18% | 139 |
|
|
2025
Q1 | $17.1M | Buy |
285,909
+272,914
| +2,100% | +$16.3M | 0.2% | 126 |
|
|
2024
Q4 | $703K | Buy |
+12,995
| New | +$703K | 0.01% | 574 |
|
|
2024
Q2 | – | Sell |
-54,870
| Closed | -$2.14M | – | 745 |
|
|
2024
Q1 | $2.14M | Buy |
54,870
+8,513
| +18% | +$332K | 0.04% | 309 |
|
|
2023
Q4 | $1.61M | Buy |
46,357
+10,192
| +28% | +$355K | 0.03% | 342 |
|
|
2023
Q3 | $1.22M | Hold |
36,165
| – | – | 0.03% | 354 |
|
|
2023
Q2 | $1.18M | Buy |
36,165
+3,000
| +9% | +$97.9K | 0.03% | 326 |
|
|
2023
Q1 | $990K | Buy |
33,165
+24,760
| +295% | +$739K | 0.02% | 344 |
|
|
2022
Q4 | $277K | Buy |
8,405
+405
| +5% | +$13.3K | 0.01% | 495 |
|
|
2022
Q3 | $229K | Sell |
8,000
-2,300
| -22% | -$65.8K | 0.01% | 508 |
|
|
2022
Q2 | $322K | Sell |
10,300
-24
| -0.2% | -$750 | 0.01% | 463 |
|
|
2022
Q1 | $345K | Buy |
10,324
+85
| +0.8% | +$2.84K | 0.01% | 488 |
|
|
2021
Q4 | $266K | Buy |
+10,239
| New | +$266K | 0.01% | 555 |
|