Bartlett & Co 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
Q3 | $4.86M | Sell |
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|
2025
Q2 | $4.97M | Buy |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $4.43M | Sell |
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|
2024
Q3 | $3.95M | Sell |
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|
2024
Q2 | $4.43M | Sell |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.5M | Buy |
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|
2023
Q3 | $4.29M | Sell |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | $20.5K | Hold |
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|
2022
Q4 | $22.6K | Buy |
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|
2022
Q3 | $12.8K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.02K | Sell |
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|
2021
Q2 | $6.8K | Sell |
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|
2021
Q1 | $21.8K | Sell |
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|
2020
Q4 | $20.1K | Buy |
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|
2020
Q3 | $14.8K | Hold |
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|
2020
Q2 | $14.3K | Sell |
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|
2020
Q1 | $31.9K | Sell |
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|
2019
Q4 | $91.7K | Buy |
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|
2019
Q3 | $92K | Buy |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $19.1K | Hold |
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|
2018
Q4 | $14.7K | Hold |
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|
2018
Q3 | $18.1K | Hold |
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|
2018
Q2 | $18.1K | Sell |
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|
2018
Q1 | $22.3K | Buy |
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