Verdence 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
Q3 | $1.73M | Buy |
|
|||||
|
2025
Q2 | $799K | Buy |
|
|||||
|
2025
Q1 | $751K | Sell |
|
|||||
|
2024
Q4 | $801K | Sell |
|
|||||
|
2024
Q3 | $1.07M | Sell |
|
|||||
|
2024
Q2 | $1.58M | Sell |
|
|||||
|
2024
Q1 | $1.71M | Buy |
|
|||||
|
2023
Q4 | $1.43M | Buy |
|
|||||
|
2023
Q3 | $1.37M | Buy |
|
|||||
|
2023
Q2 | $1.25M | Buy |
|
|||||
|
2023
Q1 | $1.12M | Buy |
|
|||||
|
2022
Q4 | $1.2M | Buy |
|
|||||
|
2022
Q3 | $1.04M | Buy |
|
|||||
|
2022
Q2 | $1.01M | Sell |
|
|||||
|
2022
Q1 | $1.91M | Sell |
|
|||||
|
2021
Q4 | $1.52M | Buy |
|
|||||
|
2021
Q3 | $1.3M | Buy |
|
|||||
|
2021
Q2 | $1.31M | Buy |
|
|||||
|
2021
Q1 | $391K | Buy |
|