Meridian 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 | $241K | Sell |
3,843
-728
| -16% | -$45.7K | 0.01% | 603 |
|
|
2025
Q1 | $273K | Buy |
+4,571
| New | +$273K | 0.01% | 536 |
|
|
2024
Q4 | – | Sell |
-4,532
| Closed | -$207K | – | 668 |
|
|
2024
Q3 | $207K | Buy |
+4,532
| New | +$207K | 0.01% | 603 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$280 | – | 504 |
|
|
2019
Q2 | $280 | Buy |
+1,000
| New | +$280 | 0.01% | 474 |
|
|
2019
Q1 | – | Sell |
-15,506
| Closed | -$342K | – | 215 |
|
|
2018
Q4 | $342K | Buy |
+15,506
| New | +$342K | 0.2% | 97 |
|