Geneva Partners’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
Sell
2023
Q4
$590K Sell
2023
Q3
$625K Sell
2023
Q2
$692K Sell
2023
Q1
$2.58M Sell
2022
Q4
$4.31M Sell
2022
Q3
$3.86M Buy
2022
Q2
$4.47M Sell
2022
Q1
$4.82M Buy
2021
Q4
$1.22M Buy
2021
Q3
Sell
2021
Q2
$266K Buy