Sound View Wealth Advisors Group’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 | $3.1M | Sell |
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|
2025
Q1 | $3.99M | Buy |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.22M | Buy |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $646K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $209K | Buy |
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