Wealth Management Associates’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 | $521K | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $589K | Hold |
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|
2024
Q3 | $497K | Buy |
|
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $454K | Buy |
|
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $468K | Buy |
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