Waverly Advisors’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 | $2.6M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $35K | Hold |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $48K | Hold |
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|
2014
Q4 | $42K | Buy |
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