IronBridge Private Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Hold |
4,157
| – | – | 0.1% | 44 |
|
|
2024
Q4 | $225K | Buy |
+4,157
| New | +$225K | 0.08% | 47 |
|
|
2022
Q1 | – | Sell |
-2,095
| Closed | -$55K | – | 298 |
|
|
2021
Q4 | $55K | Hold |
2,095
| – | – | 0.03% | 66 |
|
|
2021
Q3 | $54K | Hold |
2,095
| – | – | 0.03% | 52 |
|
|
2021
Q2 | $56K | Hold |
2,095
| – | – | 0.03% | 55 |
|
|
2021
Q1 | $50K | Buy |
+2,095
| New | +$50K | 0.03% | 57 |
|