Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.99M | Buy |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $544K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $460K | Buy |
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|
2014
Q2 | $324K | Buy |
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