FirstPurpose Wealth’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$379K Sell
2023
Q4
$360K Buy
2023
Q3
$333K Buy
2023
Q2
$319K Buy
2023
Q1
$261K Buy
2022
Q4
$243K Sell
2022
Q3
$235K Buy
2022
Q2
$210K Buy
2022
Q1
$211K Buy