Enterprise Financial Services Corp (EFSC)’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 | $246K | Buy |
3,915
+39
| +1% | +$2.45K | 0.13% | 135 |
|
2025
Q1 | $232K | Sell |
3,876
-50
| -1% | -$2.99K | 0.14% | 129 |
|
2024
Q4 | $212K | Buy |
+3,926
| New | +$212K | 0.12% | 140 |
|
2024
Q1 | – | Sell |
-7,240
| Closed | -$252K | – | 175 |
|
2023
Q4 | $252K | Buy |
+7,240
| New | +$252K | 0.15% | 136 |
|
2023
Q3 | – | Sell |
-8,502
| Closed | -$277K | – | 166 |
|
2023
Q2 | $277K | Sell |
8,502
-45
| -0.5% | -$1.47K | 0.18% | 120 |
|
2023
Q1 | $255K | Buy |
8,547
+102
| +1% | +$3.05K | 0.17% | 130 |
|
2022
Q4 | $278K | Sell |
8,445
-970
| -10% | -$31.9K | 0.19% | 113 |
|
2022
Q3 | $270K | Buy |
9,415
+716
| +8% | +$20.5K | 0.2% | 104 |
|
2022
Q2 | $271K | Sell |
8,699
-220
| -2% | -$6.85K | 0.05% | 219 |
|
2022
Q1 | $298K | Buy |
8,919
+260
| +3% | +$8.69K | 0.05% | 226 |
|
2021
Q4 | $225K | Buy |
8,659
+314
| +4% | +$8.16K | 0.03% | 273 |
|
2021
Q3 | $217K | Buy |
8,345
+4,270
| +105% | +$111K | 0.03% | 295 |
|
2021
Q2 | $108K | Buy |
4,075
+91
| +2% | +$2.41K | 0.02% | 272 |
|
2021
Q1 | $95K | Buy |
3,984
+130
| +3% | +$3.1K | 0.02% | 296 |
|
2020
Q4 | $77K | Sell |
3,854
-480
| -11% | -$9.59K | 0.01% | 314 |
|
2020
Q3 | $85K | Buy |
4,334
+269
| +7% | +$5.28K | 0.02% | 307 |
|
2020
Q2 | $77K | Sell |
4,065
-469
| -10% | -$8.88K | 0.02% | 316 |
|
2020
Q1 | $64K | Buy |
4,534
+3,880
| +593% | +$54.8K | 0.02% | 324 |
|
2019
Q4 | $16K | Sell |
654
-231
| -26% | -$5.65K | ﹤0.01% | 629 |
|
2019
Q3 | $21K | Sell |
885
-71
| -7% | -$1.69K | ﹤0.01% | 553 |
|
2019
Q2 | $27K | Sell |
956
-168
| -15% | -$4.75K | 0.01% | 522 |
|
2019
Q1 | $32K | Buy |
1,124
+179
| +19% | +$5.1K | 0.01% | 487 |
|
2018
Q4 | $21K | Buy |
945
+51
| +6% | +$1.13K | 0.01% | 378 |
|
2018
Q3 | $24K | Buy |
894
+279
| +45% | +$7.49K | 0.01% | 406 |
|
2018
Q2 | $17K | Buy |
615
+3
| +0.5% | +$83 | 0.01% | 485 |
|
2018
Q1 | $15K | Sell |
612
-497
| -45% | -$12.2K | 0.01% | 523 |
|
2017
Q4 | $34K | Sell |
1,109
-63
| -5% | -$1.93K | 0.02% | 357 |
|
2017
Q3 | $35K | Hold |
1,172
| – | – | 0.02% | 341 |
|
2017
Q2 | $35K | Sell |
1,172
-199
| -15% | -$5.94K | 0.02% | 344 |
|
2017
Q1 | $41K | Sell |
1,371
-553
| -29% | -$16.5K | 0.02% | 310 |
|
2016
Q4 | $60K | Sell |
1,924
-297
| -13% | -$9.26K | 0.03% | 251 |
|
2016
Q3 | $68K | Buy |
2,221
+591
| +36% | +$18.1K | 0.04% | 225 |
|
2016
Q2 | $35K | Buy |
1,630
+641
| +65% | +$13.8K | 0.02% | 297 |
|
2016
Q1 | $16K | Sell |
989
-41
| -4% | -$663 | 0.01% | 441 |
|
2015
Q4 | $26K | Sell |
1,030
-621
| -38% | -$15.7K | 0.02% | 361 |
|
2015
Q3 | $61K | Sell |
1,651
-33
| -2% | -$1.22K | 0.04% | 208 |
|
2015
Q2 | $97K | Buy |
1,684
+168
| +11% | +$9.68K | 0.06% | 172 |
|
2015
Q1 | $76K | Buy |
1,516
+113
| +8% | +$5.67K | 0.04% | 206 |
|
2014
Q4 | $63K | Sell |
1,403
-327
| -19% | -$14.7K | 0.04% | 225 |
|
2014
Q3 | $95K | Sell |
1,730
-29
| -2% | -$1.59K | 0.06% | 178 |
|
2014
Q2 | $103K | Buy |
1,759
+693
| +65% | +$40.6K | 0.06% | 170 |
|
2014
Q1 | $43K | Buy |
1,066
+241
| +29% | +$9.72K | 0.03% | 276 |
|
2013
Q4 | $32K | Hold |
825
| – | – | 0.02% | 322 |
|
2013
Q3 | $30K | Buy |
825
+596
| +260% | +$21.7K | 0.02% | 306 |
|
2013
Q2 | $7K | Buy |
+229
| New | +$7K | ﹤0.01% | 553 |
|