Equitable 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
$438K Sell
2025
Q1
$599K Hold
2024
Q4
$543K Buy
2024
Q3
$448K Hold
2024
Q2
$417K Sell
2024
Q1
$394K Buy
2023
Q4
$253K Hold
2023
Q3
$244K Buy
2023
Q2
$210K Buy
2022
Q2
Sell
2022
Q1
$200K Buy