Wagner Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
+6,033
| New | +$379K | 0.09% | 86 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$1K | – | 783 |
|
|
2022
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 685 |
|
|
2022
Q1 | – | Sell |
-4,300
| Closed | -$112K | – | 656 |
|
|
2021
Q4 | $112K | Hold |
4,300
| – | – | 0.09% | 174 |
|
|
2021
Q3 | $121K | Hold |
4,300
| – | – | 0.1% | 156 |
|
|
2021
Q2 | $114K | Sell |
4,300
-425
| -9% | -$11.3K | 0.08% | 171 |
|
|
2021
Q1 | $112K | Buy |
+4,725
| New | +$112K | 0.09% | 156 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2018
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 499 |
|