Ritholtz 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
Q3 | $1.37M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $495K | Buy |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $225K | Buy |
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