West Family Investments’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 | $625K | Buy |
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|
2025
Q2 | $611K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $212K | Buy |
|