Keudell/Morrison Wealth Management’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 | $256K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $263K | Buy |
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