Nicholas Hoffman & Company’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $279K | Sell |
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|
2025
Q4 | $828K | Sell |
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|
2025
Q3 | $893K | Buy |
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|
2025
Q2 | $885K | Sell |
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|
2025
Q1 | $843K | Buy |
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|
2024
Q4 | $764K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $600K | Sell |
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|
2020
Q1 | $480K | Buy |
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