Kozak & Associates’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 | $238K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $230K | Buy |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $127K | Buy |
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|
2023
Q3 | $123K | Sell |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | $171K | Sell |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $34K | Hold |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $23K | Buy |
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