Veritable’s Williams Companies WMB Stock Holding History

Veritable’s Portfolio WMB Stock Details WMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.31M	Sell
2023 Q1	$1.2M	Buy
2022 Q4	$1.29M	Buy
2022 Q3	$1.07M	Sell
2022 Q2	$1.52M	Buy
2022 Q1	$1.12M	Buy
2021 Q4	$841K	Sell
2021 Q3	$887K	Buy
2021 Q2	$865K	Buy
2021 Q1	$769K	Buy
2020 Q4	$641K	Sell
2020 Q3	$672K	Sell
2020 Q2	$665K	Buy
2020 Q1	$470K	Buy
2019 Q4	$682K	Buy
2019 Q3	$568K	Sell
2019 Q2	$806K	Sell
2019 Q1	$1.01M	Buy
2018 Q4	$764K	Sell
2018 Q3	$2.1M	Buy
2018 Q2	$621K	Sell
2018 Q1	$613K	Buy
2017 Q4	$735K	Sell
2017 Q3	$746K	Sell
2017 Q2	$950K	Buy
2017 Q1	$573K	Buy
2016 Q4	$583K	Buy
2016 Q3	$455K	Sell
2016 Q2	$326K	Buy
2016 Q1	$215K	Sell
2015 Q4	$827K	Sell
2015 Q3	$1.26M	Buy
2015 Q2	$1.95M	Sell
2015 Q1	$2.5M	Sell
2014 Q4	$2.31M	Buy
2014 Q3	$2.81M	Buy
2014 Q2	$2.4M	Sell
2014 Q1	$1.77M	Sell
2013 Q4	$1.7M	Buy
2013 Q3	$1.58M	Sell
2013 Q2	$2.17M	Buy