Spire 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 | $298K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $238K | Buy |
|
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|
2024
Q3 | $196K | Sell |
|
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|
2024
Q2 | $252K | Buy |
|
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|
2024
Q1 | $155K | Sell |
|
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|
2023
Q4 | $230K | Sell |
|
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $347K | Sell |
|
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|
2023
Q1 | $348K | Sell |
|
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|
2022
Q4 | $4.02M | Sell |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $6.03M | Buy |
|
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $100K | Sell |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $1.68M | Buy |
|