Corient Private Wealth’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 | $45.3M | Buy |
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|
2025
Q2 | $33.6M | Buy |
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|
2025
Q1 | $31.7M | Sell |
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|
2024
Q4 | $30.1M | Sell |
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|
2024
Q3 | $26.9M | Sell |
|
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|
2024
Q2 | $25.5M | Buy |
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|
2024
Q1 | $21.2M | Buy |
|
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|
2023
Q4 | $18.9M | Sell |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $17.5M | Buy |
|
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|
2023
Q1 | $14.6M | Buy |
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|
2022
Q4 | $14.8M | Buy |
|