Transcend Capital 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 | $833K | Buy |
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|
2025
Q2 | $805K | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $745K | Buy |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $465K | Hold |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $252K | Buy |
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