EFS
Essex Financial Services’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
12,992
-489
| -4% | -$30.7K | 0.05% | 302 |
|
|
2025
Q1 | $806K | Sell |
13,481
-949
| -7% | -$56.7K | 0.06% | 280 |
|
|
2024
Q4 | $781K | Sell |
14,430
-5,670
| -28% | -$307K | 0.06% | 288 |
|
|
2024
Q3 | $1.05M | Sell |
20,100
-1,149
| -5% | -$60.1K | 0.08% | 233 |
|
|
2024
Q2 | $932K | Buy |
21,249
+2,496
| +13% | +$109K | 0.07% | 250 |
|
|
2024
Q1 | $731K | Buy |
18,753
+1,349
| +8% | +$52.6K | 0.07% | 254 |
|
|
2023
Q4 | $606K | Buy |
17,404
+687
| +4% | +$23.9K | 0.06% | 269 |
|
|
2023
Q3 | $563K | Buy |
16,717
+635
| +4% | +$21.4K | 0.07% | 259 |
|
|
2023
Q2 | $525K | Sell |
16,082
-9,196
| -36% | -$300K | 0.06% | 269 |
|
|
2023
Q1 | $755K | Sell |
25,278
-451
| -2% | -$13.5K | 0.08% | 227 |
|
|
2022
Q4 | $846K | Buy |
25,729
+1,172
| +5% | +$38.5K | 0.09% | 203 |
|
|
2022
Q3 | $703K | Buy |
24,557
+2,246
| +10% | +$64.3K | 0.08% | 208 |
|
|
2022
Q2 | $696K | Buy |
22,311
+2,830
| +15% | +$88.3K | 0.08% | 228 |
|
|
2022
Q1 | $651K | Sell |
19,481
-4,137
| -18% | -$138K | 0.06% | 250 |
|
|
2021
Q4 | $615K | Sell |
23,618
-7,479
| -24% | -$195K | 0.06% | 255 |
|
|
2021
Q3 | $807K | Buy |
31,097
+3,358
| +12% | +$87.1K | 0.09% | 212 |
|
|
2021
Q2 | $736K | Buy |
+27,739
| New | +$736K | 0.11% | 193 |
|