Colonial Trust’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 | $654K | Buy |
10,407
+7,611
| +272% | +$478K | 0.1% | 153 |
|
|
2025
Q1 | $167K | Sell |
2,796
-676
| -19% | -$40.4K | 0.03% | 329 |
|
|
2024
Q4 | $188K | Buy |
3,472
+219
| +7% | +$11.9K | 0.03% | 320 |
|
|
2024
Q3 | $148K | Sell |
3,253
-240
| -7% | -$11K | 0.02% | 369 |
|
|
2024
Q2 | $148K | Buy |
3,493
+104
| +3% | +$4.42K | 0.03% | 334 |
|
|
2024
Q1 | $132K | Buy |
3,389
+841
| +33% | +$32.8K | 0.02% | 347 |
|
|
2023
Q4 | $88.7K | Sell |
2,548
-205
| -7% | -$7.14K | 0.02% | 414 |
|
|
2023
Q3 | $92.7K | Buy |
2,753
+377
| +16% | +$12.7K | 0.02% | 371 |
|
|
2023
Q2 | $77.5K | Sell |
2,376
-48
| -2% | -$1.57K | 0.02% | 404 |
|
|
2023
Q1 | $72.4K | Buy |
2,424
+385
| +19% | +$11.5K | 0.02% | 398 |
|
|
2022
Q4 | $67.1K | Buy |
+2,039
| New | +$67.1K | 0.02% | 390 |
|