Orion Portfolio Solutions’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
Q1 | $5.28M | Buy |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $4.87M | Buy |
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|
2024
Q1 | $4.47M | Sell |
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $4.34M | Sell |
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|
2023
Q2 | $4.71M | Buy |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $916K | Buy |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $135K | Sell |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $111K | Buy |
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