Sage Mountain 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
2026
Q1
Sell
2025
Q4
$1M Sell
2025
Q3
$1.09M Sell
2025
Q2
$1.1M Buy
2025
Q1
$992K Buy
2024
Q4
$860K Sell
2024
Q3
$726K Buy
2024
Q2
$381K Buy
2024
Q1
$248K Sell
2023
Q4
$256K Buy