NewEdge 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 | $8.75M | Buy |
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|
2025
Q2 | $8.33M | Buy |
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|
2025
Q1 | $8.31M | Buy |
|
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|
2024
Q4 | $5.29M | Buy |
|
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|
2024
Q3 | $4.27M | Buy |
|
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|
2024
Q2 | $2.63M | Buy |
|
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|
2024
Q1 | $2.26M | Sell |
|
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $2.05M | Buy |
|
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|
2023
Q2 | $1.62M | Sell |
|
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|
2023
Q1 | $1.56M | Buy |
|
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $2.04M | Buy |
|
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $460K | Buy |
|
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $227K | Buy |
|