Integrated Wealth Concepts’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 | $3.35M | Buy |
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|
2025
Q1 | $2.48M | Buy |
|
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|
2024
Q4 | $2.18M | Sell |
|
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|
2024
Q3 | $3.44M | Sell |
|
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|
2024
Q2 | $3.22M | Sell |
|
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|
2024
Q1 | $2.96M | Buy |
|
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|
2023
Q4 | $2.5M | Buy |
|
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|
2023
Q3 | $2.27M | Sell |
|
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|
2023
Q2 | $2.35M | Buy |
|
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|
2023
Q1 | $2M | Buy |
|
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|
2022
Q4 | $579K | Buy |
|
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|
2022
Q3 | $481K | Buy |
|
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|
2022
Q2 | $524K | Buy |
|
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|
2022
Q1 | $465K | Buy |
|
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $236K | Buy |
|