Banque Cantonale Vaudoise’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Sell
38,664
-163
-0.4% -$10.2K 0.1% 203
2025
Q1
$2.32M Buy
+38,827
New +$2.32M 0.1% 196
2024
Q3
$4.2M Buy
91,983
+73,693
+403% +$3.36M 0.17% 139
2024
Q2
$777K Buy
18,290
+2,630
+17% +$112K 0.03% 385
2024
Q1
$610K Sell
15,660
-6,060
-28% -$236K 0.02% 409
2023
Q4
$757K Buy
21,720
+5,533
+34% +$193K 0.03% 380
2023
Q3
$545K Sell
16,187
-8,939
-36% -$301K 0.03% 464
2023
Q2
$820K Hold
25,126
0.04% 390
2023
Q1
$751K Hold
25,126
0.04% 366
2022
Q4
$826K Hold
25,126
0.04% 344
2022
Q3
$719K Sell
25,126
-18,100
-42% -$518K 0.04% 407
2022
Q2
$1.35M Buy
43,226
+22,300
+107% +$696K 0.07% 276
2022
Q1
$699K Hold
20,926
0.03% 475
2021
Q4
$545K Hold
20,926
0.02% 558
2021
Q3
$543K Hold
20,926
0.02% 541
2021
Q2
$556K Sell
20,926
-2,900
-12% -$77.1K 0.02% 565
2021
Q1
$565K Hold
23,826
0.03% 505
2020
Q4
$477K Hold
23,826
0.03% 500
2020
Q3
$469K Sell
23,826
-45,800
-66% -$902K 0.03% 446
2020
Q2
$1.32M Sell
69,626
-600
-0.9% -$11.4K 0.1% 213
2020
Q1
$994K Hold
70,226
0.08% 228
2019
Q4
$1.67M Buy
+70,226
New +$1.67M 0.11% 203