Bollard Group’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 | $3.35M | Buy |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $975K | Buy |
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|
2023
Q2 | $932K | Buy |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $906K | Buy |
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $671K | Buy |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $491K | Hold |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $466K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $11K | Buy |
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|
2018
Q4 | $8K | Buy |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $10K | Buy |
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|
2018
Q1 | $9K | Buy |
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|
2017
Q4 | $11K | Buy |
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|
2017
Q3 | $11K | Buy |
|
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|
2017
Q2 | $11K | Buy |
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|
2017
Q1 | $10K | Buy |
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|
2016
Q4 | $11K | Buy |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $69K | Buy |
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|
2015
Q3 | $96K | Buy |
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|
2015
Q2 | $147K | Buy |
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|
2015
Q1 | $113K | Buy |
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|
2014
Q4 | $99K | Buy |
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|
2014
Q3 | $120K | Buy |
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|
2014
Q2 | $125K | Hold |
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|
2014
Q1 | $87K | Hold |
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|
2013
Q4 | $83K | Hold |
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|
2013
Q3 | $78K | Buy |
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