Dorsey & Whitney Trust’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $261K | Buy |
|
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $207K | Sell |
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|
2019
Q2 | $254K | Sell |
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|
2019
Q1 | $334K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $206K | Sell |
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|
2016
Q3 | $206K | Buy |
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $268K | Sell |
|
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|
2015
Q2 | $429K | Buy |
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|
2015
Q1 | $370K | Hold |
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|
2014
Q4 | $328K | Sell |
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|
2014
Q3 | $405K | Sell |
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|
2014
Q2 | $561K | Sell |
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|
2014
Q1 | $392K | Sell |
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|
2013
Q4 | $545K | Sell |
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|
2013
Q3 | $518K | Buy |
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|
2013
Q2 | $438K | Buy |
|