EverSource Wealth Advisors’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 | $1.13M | Buy |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $167K | Buy |
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|
2021
Q4 | $46K | Buy |
|