Trifecta 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
Q2 | $17.1K | Hold |
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|
2025
Q1 | $16.3K | Buy |
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|
2024
Q4 | $1.52K | Sell |
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|
2024
Q3 | $14.6K | Hold |
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|
2024
Q2 | $13.6K | Buy |
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|
2024
Q1 | $1.09K | Hold |
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|
2023
Q4 | $976 | Hold |
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|
2023
Q3 | $944 | Hold |
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|
2023
Q2 | $914 | Hold |
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|
2023
Q1 | $837 | Hold |
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|
2022
Q4 | $921 | Buy |
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