CoreFirst Bank & 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 | $134K | Buy |
+2,136
| New | +$134K | 0.08% | 139 |
|
|
2025
Q1 | – | Sell |
-2,136
| Closed | -$116K | – | 343 |
|
|
2024
Q4 | $116K | Hold |
2,136
| – | – | 0.07% | 142 |
|
|
2024
Q3 | $97.5K | Buy |
+2,136
| New | +$97.5K | 0.06% | 163 |
|
|
2024
Q2 | – | Sell |
-2,136
| Closed | -$83.2K | – | 346 |
|
|
2024
Q1 | $83.2K | Hold |
2,136
| – | – | 0.05% | 182 |
|
|
2023
Q4 | $74.4K | Sell |
2,136
-215
| -9% | -$7.49K | 0.05% | 190 |
|
|
2023
Q3 | $79.2K | Buy |
2,351
+215
| +10% | +$7.24K | 0.06% | 188 |
|
|
2023
Q2 | $69.7K | Hold |
2,136
| – | – | 0.05% | 195 |
|
|
2023
Q1 | $63.8K | Hold |
2,136
| – | – | 0.05% | 204 |
|
|
2022
Q4 | $70.3K | Hold |
2,136
| – | – | 0.05% | 207 |
|
|
2022
Q3 | $61K | Hold |
2,136
| – | – | 0.05% | 201 |
|
|
2022
Q2 | $67K | Hold |
2,136
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $71K | Hold |
2,136
| – | – | 0.05% | 209 |
|
|
2021
Q4 | $56K | Sell |
2,136
-2,558
| -54% | -$67.1K | 0.04% | 246 |
|
|
2021
Q3 | $122K | Sell |
4,694
-1,217
| -21% | -$31.6K | 0.08% | 168 |
|
|
2021
Q2 | $157K | Hold |
5,911
| – | – | 0.11% | 150 |
|
|
2021
Q1 | $140K | Hold |
5,911
| – | – | 0.1% | 152 |
|
|
2020
Q4 | $119K | Buy |
+5,911
| New | +$119K | 0.09% | 151 |
|