DWM
Defined Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
8,949
+87
| +1% | +$5.46K | 0.35% | 59 |
|
|
2025
Q1 | $530K | Sell |
8,862
-5
| -0.1% | -$299 | 0.36% | 60 |
|
|
2024
Q4 | $480K | Buy |
8,867
+37
| +0.4% | +$2K | 0.32% | 68 |
|
|
2024
Q3 | $403K | Buy |
8,830
+147
| +2% | +$6.71K | 0.26% | 84 |
|
|
2024
Q2 | $369K | Buy |
8,683
+50
| +0.6% | +$2.13K | 0.26% | 86 |
|
|
2024
Q1 | $336K | Buy |
+8,633
| New | +$336K | 0.24% | 89 |
|