Caldwell Trust’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7K | Hold |
1,126
|
|
||||
|
2025
Q1 | $67.3K | Buy |
1,126
+294
|
|
||||
|
2024
Q4 | $45K | Hold |
832
|
|
||||
|
2024
Q3 | $38K | Hold |
832
|
|
||||
|
2024
Q2 | $35.4K | Sell |
832
-658
|
|
||||
|
2024
Q1 | $58.1K | Buy |
1,490
+174
|
|
||||
|
2023
Q4 | $45.8K | Sell |
1,316
-560
|
|
||||
|
2023
Q3 | $63.2K | Hold |
1,876
|
|
||||
|
2023
Q2 | $61.2K | Sell |
1,876
-169
|
|
||||
|
2023
Q1 | $61.1K | Sell |
2,045
-1,440
|
|
||||
|
2022
Q4 | $115K | Buy |
3,485
+45
|
|
||||
|
2022
Q3 | $98.5K | Sell |
3,440
-1,000
|
|
||||
|
2022
Q2 | $139K | Buy |
4,440
+1,000
|
|
||||
|
2022
Q1 | $115K | Hold |
3,440
|
|
||||
|
2021
Q4 | $89.6K | Hold |
3,440
|
|
||||
|
2021
Q3 | $89.2K | Buy |
3,440
+1,598
|
|
||||
|
2021
Q2 | $48.9K | Hold |
1,842
|
|
||||
|
2021
Q1 | $43.6K | Hold |
1,842
|
|
||||
|
2020
Q4 | $36.9K | Hold |
1,842
|
|
||||
|
2020
Q3 | $36.2K | Hold |
1,842
|
|
||||
|
2020
Q2 | $35K | Sell |
1,842
-595
|
|
||||
|
2020
Q1 | $34.5K | Sell |
2,437
-448
|
|
||||
|
2019
Q4 | $68.4K | Buy |
+2,885
|
|