Curi Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $228K | Sell |
|
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|
2023
Q1 | $230K | Sell |
|
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|
2022
Q4 | $270K | Buy |
|
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9K | Buy |
|