Wedmont Private Capital’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
$1.59M Buy
2025
Q2
$1.35M Buy
2025
Q1
$1.28M Buy
2024
Q4
$1.13M Buy
2024
Q3
$953K Buy
2024
Q2
$794K Buy
2024
Q1
$687K Buy
2023
Q4
$543K Buy
2023
Q3
$454K Buy
2023
Q2
$366K Buy
2023
Q1
$224K Sell
2022
Q4
$315K Buy
2022
Q3
$210K Buy
2022
Q2
$223K Buy
2022
Q1
$211K Buy