Key Financial Inc’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 | $18.2K | Hold |
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|
2025
Q1 | $17.3K | Hold |
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|
2024
Q4 | $15.7K | Buy |
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|
2024
Q3 | $11.5K | Buy |
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|
2024
Q2 | $9.31K | Buy |
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|
2024
Q1 | $3K | Hold |
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|
2023
Q4 | $2.68K | Hold |
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|
2023
Q3 | $2.59K | Hold |
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|
2023
Q2 | $2.51K | Hold |
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|
2023
Q1 | $2.3K | Hold |
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|
2022
Q4 | $2.21K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Buy |
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