Montag & Associates’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 | $591K | Buy |
|
|||||
|
2025
Q1 | $562K | Sell |
|
|||||
|
2024
Q4 | $561K | Hold |
|
|||||
|
2024
Q3 | $473K | Buy |
|
|||||
|
2024
Q2 | $348K | Buy |
|
|||||
|
2024
Q1 | $85.7K | Sell |
|
|||||
|
2023
Q4 | $80.5K | Buy |
|
|||||
|
2023
Q3 | $74.1K | Hold |
|
|||||
|
2023
Q2 | $71.8K | Hold |
|
|||||
|
2023
Q1 | $65.7K | Hold |
|
|||||
|
2022
Q4 | $72.4K | Buy |
|
|||||
|
2022
Q3 | $29K | Hold |
|
|||||
|
2022
Q2 | $31K | Hold |
|
|||||
|
2022
Q1 | $33K | Hold |
|
|||||
|
2021
Q4 | $26K | Hold |
|
|||||
|
2021
Q3 | $26K | Hold |
|
|||||
|
2021
Q2 | $27K | Hold |
|
|||||
|
2021
Q1 | $24K | Sell |
|
|||||
|
2020
Q4 | $52K | Buy |
|