INVST’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 | $963K | Sell |
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|
2025
Q1 | $950K | Sell |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $884K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $884K | Sell |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $651K | Sell |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $269K | Buy |
|