Obermeyer Wealth Partners’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
$527K Sell
2025
Q1
$501K Buy
2024
Q4
$208K Buy
2024
Q2
Sell
2024
Q1
$274K Sell
2023
Q4
$19.5M Sell
2023
Q3
$36.6M Sell
2023
Q2
$36.7M Sell
2023
Q1
$36.6M Sell
2022
Q4
$42M Sell
2022
Q3
$38.2M Sell
2022
Q2
$42.4M Buy
2022
Q1
$202K Buy
2013
Q3
Sell
2013
Q2
$8K Buy