Dogwood Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52K | Buy |
165
+119
| +259% | +$6.87K | ﹤0.01% | 289 |
|
|
2025
Q1 | $2.75K | Buy |
+46
| New | +$2.75K | ﹤0.01% | 300 |
|
|
2024
Q4 | – | Hold |
0
| – | -$7 | – | 648 |
|
|
2024
Q3 | – | Hold |
0
| – | -$7 | – | 290 |
|
|
2024
Q2 | – | Hold |
0
| – | -$6 | – | 330 |
|
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 333 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 321 |
|