Williams Jones Wealth Management’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 | $4.37M | Buy |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $836K | Sell |
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|
2022
Q3 | $764K | Sell |
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|
2022
Q2 | $867K | Buy |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $630K | Hold |
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|
2021
Q3 | $628K | Sell |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $371K | Buy |
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|
2020
Q2 | $194K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $697K | Buy |
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