Gradient Investments’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 | $442K | Sell |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $541K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $9K | Sell |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $10K | Sell |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $9.56M | Buy |
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|
2019
Q3 | $8.46M | Buy |
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|
2019
Q2 | $9.63M | Buy |
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|
2019
Q1 | $8.96M | Sell |
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|
2018
Q4 | $8.08M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $3K | Buy |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $8K | Buy |
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|
2013
Q2 | $2K | Buy |
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