Diversify Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
9,828
-455
| -4% | -$26.3K | 0.04% | 352 |
|
|
2025
Q1 | $614K | Sell |
10,283
-1,797
| -15% | -$107K | 0.05% | 318 |
|
|
2024
Q4 | $671K | Sell |
12,080
-3,284
| -21% | -$182K | 0.05% | 290 |
|
|
2024
Q3 | $803K | Sell |
15,364
-6,357
| -29% | -$332K | 0.08% | 223 |
|
|
2024
Q2 | $896K | Buy |
+21,721
| New | +$896K | 0.11% | 176 |
|