CVA Family Office’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 | $123K | Sell |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $99K | Buy |
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|
2024
Q3 | $72K | Buy |
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|
2024
Q2 | $56.5K | Buy |
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|
2024
Q1 | $51K | Sell |
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|
2023
Q4 | $52.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $51.9K | Sell |
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|
2023
Q1 | $49.9K | Buy |
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|
2022
Q4 | $40.8K | Sell |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $28K | Sell |
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|
2021
Q1 | $26K | Buy |
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