Stonegate Investment 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
Q3 | $5.39M | Buy |
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|
2025
Q2 | $5.2M | Buy |
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|
2025
Q1 | $2.82M | Buy |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.08M | Buy |
|
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.14M | Buy |
|
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|
2023
Q4 | $929K | Sell |
|
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|
2023
Q3 | $1,000K | Buy |
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|
2023
Q2 | $882K | Sell |
|
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|
2023
Q1 | $1M | Buy |
|
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $973K | Buy |
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|
2022
Q2 | $1.06M | Buy |
|
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $826K | Buy |
|