Waldron Private Wealth’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 | $330K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $537K | Buy |
|
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|
2024
Q3 | $452K | Buy |
|
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|
2024
Q2 | $313K | Buy |
|
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|
2024
Q1 | $286K | Sell |
|
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|
2023
Q4 | $295K | Sell |
|
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $284K | Sell |
|
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|
2023
Q1 | $285K | Buy |
|
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $247K | Buy |
|