Values First 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 | $715K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $380K | Buy |
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