Geneos Wealth 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 | $876K | Sell |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $2.89M | Buy |
|
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|
2024
Q4 | $1.33M | Sell |
|
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|
2024
Q3 | $1.2M | Buy |
|
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|
2024
Q2 | $913K | Buy |
|
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|
2024
Q1 | $827K | Sell |
|
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|
2023
Q4 | $744K | Sell |
|
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|
2023
Q3 | $876K | Buy |
|
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|
2023
Q2 | $780K | Buy |
|
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|
2023
Q1 | $707K | Sell |
|
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|
2022
Q4 | $791K | Sell |
|
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|
2022
Q3 | $719K | Sell |
|
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|
2022
Q2 | $969K | Buy |
|
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|
2022
Q1 | $1.01M | Buy |
|
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|
2021
Q4 | $744K | Buy |
|
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|
2021
Q3 | $649K | Buy |
|
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|
2021
Q2 | $624K | Buy |
|
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|
2021
Q1 | $514K | Buy |
|
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|
2020
Q4 | $435K | Buy |
|
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|
2020
Q3 | $209K | Buy |
|
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|
2020
Q2 | $190K | Buy |
|
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|
2020
Q1 | $129K | Sell |
|
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|
2019
Q4 | $234K | Buy |
|
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|
2019
Q3 | $238K | Sell |
|
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|
2019
Q2 | $281K | Buy |
|
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|
2019
Q1 | $284K | Buy |
|
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|
2018
Q4 | $190K | Sell |
|
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|
2018
Q3 | $317K | Buy |
|
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|
2018
Q2 | $272K | Buy |
|
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|
2018
Q1 | $249K | Sell |
|
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|
2017
Q4 | $319K | Sell |
|
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|
2017
Q3 | $348K | Sell |
|
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|
2017
Q2 | $404K | Sell |
|
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|
2017
Q1 | $401K | Sell |
|
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|
2016
Q4 | $443K | Sell |
|
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|
2016
Q3 | $453K | Sell |
|
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|
2016
Q2 | $391K | Buy |
|
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|
2016
Q1 | $230K | Buy |
|