Edgestream 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
Q2
$422K Sell
2025
Q1
$10.6M Buy
2024
Q4
$3.4M Sell
2024
Q3
$4.1M Buy
2024
Q2
$2.7M Sell
2024
Q1
$4.69M Buy
2023
Q4
$655K Buy
2023
Q1
Sell
2022
Q4
$2.16M Buy
2022
Q2
Sell
2022
Q1
$2.09M Buy
2021
Q4
Sell
2021
Q3
$1M Buy
2020
Q1
Sell
2019
Q4
$5.46M Buy
2019
Q3
$2.26M Buy
2018
Q2
Sell
2018
Q1
$1.22M Buy