Wallace Advisory Group’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 | $323K | Sell |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $406K | Sell |
|
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|
2024
Q3 | $474K | Sell |
|
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|
2024
Q2 | $489K | Sell |
|
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $381K | Hold |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $428K | Buy |
|