Holistic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $302K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $259K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $9K | Buy |
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