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Chicago Trust’s Williams Companies WMB Stock Holding History

Chicago Trust’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$502K Buy
7,998
+1,929
+32% +$121K 0.07% 241
2025
Q1 		$363K Buy
6,069
+675
+13% +$40.3K 0.06% 250
2024
Q4 		$292K Hold
5,394
– – 0.05% 275
2024
Q3 		$246K Buy
+5,394
New +$246K 0.04% 325