Venturi Wealth Management’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 | $1.32M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $988K | Sell |
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|
2024
Q1 | $958K | Buy |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $943K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $974K | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.2M | Sell |
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|
2019
Q3 | $3.77M | Buy |
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|
2019
Q2 | $4.3M | Sell |
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|
2019
Q1 | $4.99M | Buy |
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|
2018
Q4 | $3.69M | Buy |
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|
2018
Q3 | $3.32M | Buy |
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|
2018
Q2 | $3.77M | Buy |
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|
2018
Q1 | $2.92M | Buy |
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|
2017
Q4 | $3.36M | Buy |
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|
2017
Q3 | $2.93M | Buy |
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|
2017
Q2 | $2.05M | Buy |
|