Mitchell & Pahl Private 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
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $995K | Sell |
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|
2024
Q3 | $905K | Sell |
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|
2024
Q2 | $856K | Sell |
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|
2024
Q1 | $786K | Sell |
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|
2023
Q4 | $763K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $838K | Sell |
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|
2022
Q3 | $754K | Sell |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $827K | Sell |
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|
2021
Q3 | $829K | Sell |
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|
2021
Q2 | $850K | Hold |
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|
2021
Q1 | $759K | Sell |
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|
2020
Q4 | $657K | Buy |
|