AMG National Trust Bank’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 | $1.05M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $647K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $492K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $431K | Buy |
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|
2018
Q4 | $311K | Hold |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $382K | Hold |
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|
2018
Q1 | $350K | Hold |
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|
2017
Q4 | $430K | Hold |
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|
2017
Q3 | $423K | Buy |
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|
2017
Q2 | $406K | Hold |
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|
2017
Q1 | $397K | Hold |
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|
2016
Q4 | $418K | Hold |
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|
2016
Q3 | $412K | Sell |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $217K | Sell |
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|
2015
Q4 | $374K | Buy |
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|
2015
Q3 | $495K | Hold |
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|
2015
Q2 | $770K | Hold |
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|
2015
Q1 | $679K | Sell |
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|
2014
Q4 | $626K | Sell |
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|
2014
Q3 | $1.07M | Sell |
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|
2014
Q2 | $1.18M | Hold |
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|
2014
Q1 | $825K | Sell |
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|
2013
Q4 | $787K | Buy |
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|
2013
Q3 | $739K | Buy |
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|
2013
Q2 | $470K | Buy |
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