Marcum Wealth’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
Q1 | $986K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.01M | Sell |
|
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|
2023
Q4 | $907K | Buy |
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|
2023
Q3 | $837K | Sell |
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|
2023
Q2 | $964K | Buy |
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|
2023
Q1 | $863K | Buy |
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|
2022
Q4 | $949K | Buy |
|
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $772K | Buy |
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|
2022
Q1 | $798K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $369K | Buy |
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