Principle Wealth Partners’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 | $459K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $265K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $88K | Buy |
|