DPW
DiNuzzo Private Wealth’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
273
+56
| +26% | +$3.52K | ﹤0.01% | 201 |
|
|
2025
Q1 | $13K | Buy |
217
+2
| +0.9% | +$120 | ﹤0.01% | 213 |
|
|
2024
Q4 | $11.6K | Buy |
215
+2
| +0.9% | +$108 | ﹤0.01% | 217 |
|
|
2024
Q3 | $9.72K | Sell |
213
-1
| -0.5% | -$46 | ﹤0.01% | 258 |
|
|
2024
Q2 | $9.1K | Sell |
214
-195
| -48% | -$8.29K | ﹤0.01% | 208 |
|
|
2024
Q1 | $15.9K | Hold |
409
| – | – | ﹤0.01% | 140 |
|
|
2023
Q4 | $14.2K | Buy |
+409
| New | +$14.2K | ﹤0.01% | 149 |
|