Wealthspire Advisors (New York)’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 | $1.59M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $554K | Sell |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $659K | Buy |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $611K | Buy |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $240K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $299K | Buy |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $30K | Buy |
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