Bradley Foster & Sargent’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 | $614K | Sell |
|
|||||
|
2025
Q1 | $607K | Sell |
|
|||||
|
2024
Q4 | $559K | Buy |
|
|||||
|
2024
Q3 | $459K | Buy |
|
|||||
|
2024
Q2 | $416K | Buy |
|
|||||
|
2024
Q1 | $354K | Sell |
|
|||||
|
2023
Q4 | $4.04M | Buy |
|
|||||
|
2023
Q3 | $3.7M | Hold |
|
|||||
|
2023
Q2 | $3.7M | Buy |
|
|||||
|
2023
Q1 | $279K | Sell |
|
|||||
|
2022
Q4 | $312K | Buy |
|
|||||
|
2022
Q3 | $267K | Sell |
|
|||||
|
2022
Q2 | $299K | Buy |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $406K | Hold |
|
|||||
|
2015
Q3 | $582K | Sell |
|
|||||
|
2015
Q2 | $957K | Buy |
|
|||||
|
2015
Q1 | $837K | Sell |
|
|||||
|
2014
Q4 | $775K | Buy |
|
|||||
|
2014
Q3 | $927K | Buy |
|