OneAscent Financial Services’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 | $541K | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $396K | Buy |
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