ViaWealth’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 | $1.02M | Sell |
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|
2025
Q1 | $992K | Sell |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $1.1M | Hold |
|
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $898K | Hold |
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|
2023
Q3 | $869K | Sell |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $780K | Hold |
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|
2022
Q4 | $852K | Buy |
|