Transform Wealth’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
Q1 | $2.98M | Sell |
|
|||||
|
2024
Q4 | $2.88M | Sell |
|
|||||
|
2024
Q3 | $2.56M | Sell |
|
|||||
|
2024
Q2 | $2.4M | Sell |
|
|||||
|
2024
Q1 | $2.27M | Buy |
|
|||||
|
2023
Q4 | $2.02M | Sell |
|
|||||
|
2023
Q3 | $2.03M | Buy |
|
|||||
|
2023
Q2 | $1.96M | Buy |
|
|||||
|
2023
Q1 | $1.78M | Buy |
|
|||||
|
2022
Q4 | $1.89M | Sell |
|
|||||
|
2022
Q3 | $1.67M | Buy |
|
|||||
|
2022
Q2 | $1.8M | Sell |
|
|||||
|
2022
Q1 | $2.09M | Sell |
|
|||||
|
2021
Q4 | $1.66M | Sell |
|
|||||
|
2021
Q3 | $1.69M | Sell |
|
|||||
|
2021
Q2 | $1.76M | Buy |
|
|||||
|
2021
Q1 | $692K | Buy |
|