WMWM
Whitaker-Myers Wealth Managers’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
10,892
-27
| -0.2% | -$1.7K | 0.17% | 60 |
|
|
2025
Q1 | $653K | Sell |
10,919
-547
| -5% | -$32.7K | 0.18% | 52 |
|
|
2024
Q4 | $621K | Sell |
11,466
-3,729
| -25% | -$202K | 0.18% | 53 |
|
|
2024
Q3 | $694K | Buy |
15,195
+5,561
| +58% | +$254K | 0.23% | 49 |
|
|
2024
Q2 | $409K | Buy |
9,634
+104
| +1% | +$4.42K | 0.15% | 64 |
|
|
2024
Q1 | $371K | Buy |
9,530
+231
| +2% | +$9K | 0.16% | 66 |
|
|
2023
Q4 | $324K | Buy |
+9,299
| New | +$324K | 0.16% | 61 |
|