Newbridge Financial Services Group’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
Q4 | $338K | Buy |
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|
2025
Q3 | $187K | Buy |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | $10.6K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $98.7K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $105K | Sell |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $132K | Sell |
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|
2021
Q1 | $125K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Buy |
|