Summit Securities 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 | $302K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $70K | Sell |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $52K | Sell |
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|
2023
Q1 | $71K | Sell |
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|
2022
Q4 | $182K | Buy |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $173K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $378K | Buy |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $531K | Buy |
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|
2015
Q2 | $275K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.73M | Sell |
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|
2014
Q3 | $4.64M | Buy |
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|
2014
Q2 | $1.69M | Buy |
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|
2014
Q1 | $357K | Sell |
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|
2013
Q4 | $420K | Buy |
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