Mascoma Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23K | Hold |
147
| – | – | ﹤0.01% | 332 |
|
|
2025
Q1 | $8.79K | Hold |
147
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $7.96K | Buy |
+147
| New | +$7.96K | ﹤0.01% | 365 |
|
|
2023
Q2 | – | Sell |
-206
| Closed | -$6.23K | – | 682 |
|
|
2023
Q1 | $6.23K | Hold |
206
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $6.78K | Hold |
206
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 466 |
|
|
2022
Q2 | $6K | Hold |
206
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $7K | Hold |
206
| – | – | ﹤0.01% | 482 |
|
|
2021
Q4 | $5K | Buy |
+206
| New | +$5K | ﹤0.01% | 462 |
|