Segment 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
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $611K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $411K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $200K | Buy |
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|
2015
Q2 | $284K | Sell |
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|
2015
Q1 | $295K | Buy |
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