Evercore Wealth Management’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 | $159M | Sell |
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|
2025
Q1 | $161M | Sell |
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|
2024
Q4 | $149M | Sell |
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|
2024
Q3 | $127M | Sell |
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|
2024
Q2 | $121M | Sell |
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|
2024
Q1 | $111M | Buy |
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|
2023
Q4 | $97.9M | Buy |
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|
2023
Q3 | $94M | Buy |
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|
2023
Q2 | $90.6M | Buy |
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|
2023
Q1 | $81.9M | Buy |
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|
2022
Q4 | $88.8M | Buy |
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|
2022
Q3 | $76.4M | Buy |
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|
2022
Q2 | $82.3M | Buy |
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|
2022
Q1 | $87M | Buy |
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|
2021
Q4 | $66.2M | Buy |
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|
2021
Q3 | $64.6M | Buy |
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|
2021
Q2 | $64.5M | Buy |
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|
2021
Q1 | $52.6M | Buy |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $404K | Sell |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $245K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $158K | Sell |
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|
2017
Q3 | $312K | Sell |
|
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $528K | Buy |
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|
2016
Q4 | $378K | Buy |
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|
2016
Q3 | $371K | Sell |
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|
2016
Q2 | $336K | Sell |
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|
2016
Q1 | $377K | Sell |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.63M | Sell |
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|
2015
Q2 | $2.54M | Sell |
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|
2015
Q1 | $2.33M | Buy |
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|
2014
Q4 | $2.05M | Buy |
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|
2014
Q3 | $2.3M | Sell |
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|
2014
Q2 | $2.56M | Sell |
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|
2014
Q1 | $3.36M | Sell |
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|
2013
Q4 | $3.64M | Sell |
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|
2013
Q3 | $3.5M | Sell |
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|
2013
Q2 | $3.9M | Buy |
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