Mark Sheptoff Financial Planning’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 | $36.1K | Buy |
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|
2025
Q1 | $31.4K | Hold |
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|
2024
Q4 | $28.4K | Hold |
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|
2024
Q3 | $24K | Hold |
|
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|
2024
Q2 | $22.3K | Hold |
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|
2024
Q1 | $20.5K | Hold |
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|
2023
Q4 | $18.3K | Hold |
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|
2023
Q3 | $17.7K | Hold |
|
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|
2023
Q2 | $17.1K | Hold |
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|
2023
Q1 | $15.7K | Hold |
|
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|
2022
Q4 | $17.3K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $18K | Buy |
|