Kestra Advisory Services’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 | $15.5M | Buy |
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|
2025
Q1 | $13.5M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $16.3M | Sell |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $8.49M | Buy |
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|
2023
Q4 | $6.71M | Buy |
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|
2023
Q3 | $6.22M | Sell |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $4.44M | Sell |
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|
2022
Q4 | $7.65M | Sell |
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|
2022
Q3 | $9.28M | Buy |
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|
2022
Q2 | $5.78M | Buy |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $7.29M | Buy |
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|
2021
Q3 | $2.71M | Sell |
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|
2021
Q2 | $6.13M | Buy |
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|
2021
Q1 | $4.86M | Buy |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $3.13M | Buy |
|