Morningstar Investment Management’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 | $2.63M | Sell |
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|
2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $5.84M | Sell |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.55M | Hold |
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|
2023
Q4 | $4.96M | Sell |
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|
2023
Q3 | $4.84M | Sell |
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|
2023
Q2 | $4.7M | Sell |
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|
2023
Q1 | $4.57M | Sell |
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|
2022
Q4 | $6.37M | Sell |
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|
2022
Q3 | $5.64M | Buy |
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|
2022
Q2 | $5.57M | Sell |
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|
2022
Q1 | $8.39M | Sell |
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|
2021
Q4 | $7.52M | Sell |
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|
2021
Q3 | $8.42M | Sell |
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|
2021
Q2 | $8.72M | Buy |
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