MWM
MinichMacGregor Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
7,985
+3,335
| +72% | +$209K | 0.11% | 70 |
|
|
2025
Q1 | $278K | Buy |
4,650
+738
| +19% | +$44.1K | 0.06% | 101 |
|
|
2024
Q4 | $212K | Sell |
3,912
-578
| -13% | -$31.3K | 0.04% | 116 |
|
|
2024
Q3 | $205K | Buy |
+4,490
| New | +$205K | 0.04% | 111 |
|
|
2023
Q1 | – | Sell |
-2,282
| Closed | -$75.1K | – | 659 |
|
|
2022
Q4 | $75.1K | Buy |
+2,282
| New | +$75.1K | 0.03% | 145 |
|