GeoWealth 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
Q2 | $296K | Buy |
|
|||||
|
2025
Q1 | $272K | Sell |
|
|||||
|
2024
Q4 | $315K | Sell |
|
|||||
|
2024
Q3 | $321K | Sell |
|
|||||
|
2024
Q2 | $332K | Buy |
|
|||||
|
2024
Q1 | $250K | Sell |
|
|||||
|
2023
Q4 | $319K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $14K | Buy |
|
|||||
|
2022
Q1 | $13K | Buy |
|
|||||
|
2021
Q4 | $10K | Buy |
|
|||||
|
2021
Q3 | $9K | Sell |
|
|||||
|
2021
Q2 | $30K | Buy |
|