Cornerstone Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
3,367
-10
| -0.3% | -$628 | 0.01% | 602 |
|
|
2025
Q1 | $202K | Buy |
+3,377
| New | +$202K | 0.01% | 577 |
|
|
2023
Q2 | – | Sell |
-7,588
| Closed | -$227K | – | 525 |
|
|
2023
Q1 | $227K | Buy |
+7,588
| New | +$227K | 0.02% | 421 |
|
|
2022
Q3 | $209K | Buy |
7,305
+532
| +8% | +$15.2K | 0.02% | 414 |
|
|
2022
Q2 | $211K | Sell |
6,773
-183
| -3% | -$5.7K | 0.02% | 418 |
|
|
2022
Q1 | $232K | Sell |
6,956
-2,616
| -27% | -$87.3K | 0.02% | 421 |
|
|
2021
Q4 | $248K | Buy |
+9,572
| New | +$248K | 0.02% | 443 |
|
|
2018
Q4 | – | Sell |
-33,276
| Closed | -$1.11M | – | 1135 |
|
|
2018
Q3 | $1.11M | Buy |
33,276
+10,207
| +44% | +$340K | 0.01% | 678 |
|
|
2018
Q2 | $864K | Buy |
+23,069
| New | +$864K | 0.01% | 825 |
|