Jones Financial Companies’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 | $5.24M | Buy |
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|
2025
Q2 | $3.87M | Buy |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $54.3K | Buy |
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|
2023
Q3 | $49.8K | Buy |
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|
2023
Q2 | $46.7K | Sell |
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|
2023
Q1 | $52K | Buy |
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|
2022
Q4 | $51K | Buy |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Buy |
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|
2013
Q2 | $2K | Buy |
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