Magnus Financial Group’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
Q3 | $1.4M | Buy |
|
|||||
|
2025
Q2 | $1.38M | Buy |
|
|||||
|
2025
Q1 | $1.31M | Hold |
|
|||||
|
2024
Q4 | $1.18M | Buy |
|
|||||
|
2024
Q3 | $770K | Buy |
|
|||||
|
2024
Q2 | $716K | Sell |
|
|||||
|
2024
Q1 | $698K | Buy |
|
|||||
|
2023
Q4 | $611K | Buy |
|
|||||
|
2023
Q3 | $586K | Buy |
|
|||||
|
2023
Q2 | $562K | Buy |
|
|||||
|
2023
Q1 | $509K | Buy |
|
|||||
|
2022
Q4 | $554K | Sell |
|
|||||
|
2022
Q3 | $603K | Sell |
|
|||||
|
2022
Q2 | $664K | Buy |
|
|||||
|
2022
Q1 | $703K | Buy |
|
|||||
|
2021
Q4 | $547K | Buy |
|
|||||
|
2021
Q3 | $516K | Buy |
|
|||||
|
2021
Q2 | $498K | Buy |
|
|||||
|
2021
Q1 | $444K | Sell |
|
|||||
|
2020
Q4 | $478K | Buy |
|
|||||
|
2020
Q3 | $464K | Sell |
|
|||||
|
2020
Q2 | $531K | Buy |
|
|||||
|
2020
Q1 | $259K | Buy |
|