Morton Brown Family Wealth’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125
| Closed | -$6.77K | – | 355 |
|
|
2024
Q4 | $6.77K | Hold |
125
| – | – | ﹤0.01% | 194 |
|
|
2024
Q3 | $5.71K | Buy |
+125
| New | +$5.71K | ﹤0.01% | 194 |
|
|
2022
Q4 | – | Sell |
-198
| Closed | -$6K | – | 232 |
|
|
2022
Q3 | $6K | Buy |
198
+148
| +296% | +$4.49K | ﹤0.01% | 138 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 209 |
|