Kestra Private Wealth 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 | $5.03M | Buy |
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|
2025
Q1 | $4.32M | Buy |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $948K | Sell |
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|
2022
Q3 | $900K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $542K | Sell |
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|
2021
Q1 | $523K | Buy |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $307K | Buy |
|