Osaic Holdings’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
Q3
$39.3M Buy
2025
Q2
$22.9M Buy
2025
Q1
$9.61M Sell
2024
Q4
$13.2M Sell
2024
Q3
$12.5M Buy
2024
Q2
$11.6M Sell
2024
Q1
$11.1M Sell
2023
Q4
$25.7M Sell
2023
Q3
$34.9M Buy
2023
Q2
$21.4M Buy
2023
Q1
$17M Sell
2022
Q4
$20.1M Buy
2022
Q3
$15.2M Sell
2022
Q2
$17.3M Buy
2022
Q1
$16.9M Buy
2021
Q4
$12.2M Buy
2021
Q3
$10.9M Buy
2021
Q2
$10.1M Buy
2021
Q1
$8.05M Buy
2020
Q4
$6.49M Buy
2020
Q3
$5.38M Buy
2020
Q2
$3.19M Sell
2020
Q1
$1.35M Buy