TCPG
Trivant Custom Portfolio Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-775
| Closed | -$46.3K | – | 214 |
|
|
2025
Q1 | $46.3K | Hold |
775
| – | – | 0.03% | 100 |
|
|
2024
Q4 | $41.9K | Hold |
775
| – | – | 0.02% | 89 |
|
|
2024
Q3 | $35.4K | Hold |
775
| – | – | 0.02% | 95 |
|
|
2024
Q2 | $32.9K | Hold |
775
| – | – | 0.02% | 110 |
|
|
2024
Q1 | $30.2K | Hold |
775
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $27K | Hold |
775
| – | – | 0.02% | 133 |
|
|
2023
Q3 | $26.1K | Hold |
775
| – | – | 0.02% | 122 |
|
|
2023
Q2 | $25.3K | Hold |
775
| – | – | 0.02% | 136 |
|
|
2023
Q1 | $23.1K | Buy |
+775
| New | +$23.1K | 0.02% | 151 |
|