Everhart Financial Group’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
Q4 | $1.86M | Buy |
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|
2025
Q3 | $1.3M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $790K | Buy |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Buy |
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