Edmond de Rothschild Holding’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 | $1.93M | Buy |
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|
2025
Q1 | $823K | Buy |
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|
2024
Q4 | $157K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $15K | Sell |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $27K | Sell |
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|
2015
Q3 | $271K | Sell |
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|
2015
Q2 | $594K | Buy |
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