True Wealth Design’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 | $70.6K | Buy |
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|
2025
Q2 | $12.9K | Buy |
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|
2025
Q1 | $9.2K | Buy |
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|
2024
Q4 | $3.3K | Buy |
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|
2024
Q3 | $2.6K | Sell |
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|
2024
Q2 | $2.46K | Buy |
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|
2024
Q1 | $1.56K | Buy |
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|
2023
Q4 | $767 | Hold |
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|
2023
Q3 | $742 | Hold |
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|
2023
Q2 | $718 | Hold |
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|
2023
Q1 | $657 | Hold |
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|
2022
Q4 | $724 | Buy |
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