Colonial Trust Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
+9,894
| New | +$621K | 0.05% | 134 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 790 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 779 |
|
|
2024
Q2 | – | Sell |
-422
| Closed | -$16.4K | – | 1029 |
|
|
2024
Q1 | $16.4K | Buy |
422
+282
| +201% | +$11K | ﹤0.01% | 511 |
|
|
2023
Q4 | $4.88K | Sell |
140
-1
| -0.7% | -$35 | ﹤0.01% | 610 |
|
|
2023
Q3 | $4.75K | Hold |
141
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $4.6K | Hold |
141
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $4.21K | Sell |
141
-3
| -2% | -$90 | ﹤0.01% | 642 |
|
|
2022
Q4 | $4.74K | Buy |
+144
| New | +$4.74K | ﹤0.01% | 626 |
|