Forum Financial Management’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
Q3 | $1.52M | Buy |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $906K | Sell |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $778K | Sell |
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|
2022
Q2 | $869K | Buy |
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|
2022
Q1 | $896K | Sell |
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|
2021
Q4 | $699K | Buy |
|