Essex Financial Services’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 | $816K | Sell |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $932K | Buy |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $755K | Sell |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $651K | Sell |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $736K | Buy |
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