Kingsview 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 | $6.38M | Sell |
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|
2025
Q1 | $6.22M | Buy |
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|
2024
Q4 | $5.46M | Sell |
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|
2024
Q3 | $4.62M | Sell |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.42M | Buy |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $984K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $797K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $221K | Buy |
|