Cooper Financial Group’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 | $443K | Sell |
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|
2025
Q2 | $459K | Sell |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $364K | Buy |
|
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|
2024
Q3 | $264K | Sell |
|
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|
2024
Q2 | $353K | Sell |
|
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|
2024
Q1 | $345K | Sell |
|
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|
2023
Q4 | $320K | Sell |
|
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $417K | Sell |
|
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|
2023
Q1 | $443K | Sell |
|
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $207K | Buy |
|