Cyndeo Wealth Partners’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 | $9.02M | Sell |
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|
2025
Q2 | $8.98M | Buy |
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|
2025
Q1 | $8.18M | Sell |
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|
2024
Q4 | $8.13M | Buy |
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|
2024
Q3 | $6.75M | Sell |
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|
2024
Q2 | $6.7M | Buy |
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|
2024
Q1 | $6.06M | Buy |
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|
2023
Q4 | $4.86M | Buy |
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|
2023
Q3 | $4.32M | Buy |
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|
2023
Q2 | $4.07M | Buy |
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|
2023
Q1 | $3.65M | Buy |
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|
2022
Q4 | $3.86M | Buy |
|