Cottonwood Capital Advisors’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 | $437K | Hold |
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|
2025
Q2 | $434K | Hold |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $281K | Buy |
|