OneDigital Investment Advisors’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 | $1.06M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $56K | Buy |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $35K | Sell |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $85K | Sell |
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|
2018
Q1 | $80K | Hold |
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|
2017
Q4 | $99K | Buy |
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|
2017
Q3 | $44K | Sell |
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|
2017
Q2 | $94K | Buy |
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