OneAscent Wealth Management’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 | $463K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $465K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $280K | Sell |
|
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|
2023
Q4 | $315K | Sell |
|
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|
2023
Q3 | $334K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $354K | Buy |
|
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|
2022
Q4 | $378K | Buy |
|
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $442K | Buy |
|