EWM
Evercore Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159M | Sell |
2,533,229
-157,756
| -6% | -$9.91M | 2.47% | 12 |
|
|
2025
Q1 | $161M | Sell |
2,690,985
-71,224
| -3% | -$4.26M | 2.58% | 10 |
|
|
2024
Q4 | $149M | Sell |
2,762,209
-20,769
| -0.7% | -$1.12M | 2.24% | 15 |
|
|
2024
Q3 | $127M | Sell |
2,782,978
-57,342
| -2% | -$2.62M | 1.91% | 20 |
|
|
2024
Q2 | $121M | Sell |
2,840,320
-18,134
| -0.6% | -$771K | 1.9% | 17 |
|
|
2024
Q1 | $111M | Buy |
2,858,454
+49,000
| +2% | +$1.91M | 1.75% | 23 |
|
|
2023
Q4 | $97.9M | Buy |
2,809,454
+18,629
| +0.7% | +$649K | 1.64% | 25 |
|
|
2023
Q3 | $94M | Buy |
2,790,825
+13,169
| +0.5% | +$444K | 1.76% | 19 |
|
|
2023
Q2 | $90.6M | Buy |
2,777,656
+34,603
| +1% | +$1.13M | 1.66% | 23 |
|
|
2023
Q1 | $81.9M | Buy |
2,743,053
+43,793
| +2% | +$1.31M | 1.63% | 24 |
|
|
2022
Q4 | $88.8M | Buy |
2,699,260
+31,894
| +1% | +$1.05M | 1.86% | 19 |
|
|
2022
Q3 | $76.4M | Buy |
2,667,366
+30,211
| +1% | +$865K | 1.72% | 22 |
|
|
2022
Q2 | $82.3M | Buy |
2,637,155
+31,911
| +1% | +$996K | 1.74% | 20 |
|
|
2022
Q1 | $87M | Buy |
2,605,244
+61,278
| +2% | +$2.05M | 1.54% | 23 |
|
|
2021
Q4 | $66.2M | Buy |
2,543,966
+53,019
| +2% | +$1.38M | 1.08% | 34 |
|
|
2021
Q3 | $64.6M | Buy |
2,490,947
+62,810
| +3% | +$1.63M | 1.17% | 31 |
|
|
2021
Q2 | $64.5M | Buy |
2,428,137
+209,841
| +9% | +$5.57M | 1.18% | 33 |
|
|
2021
Q1 | $52.6M | Buy |
2,218,296
+2,204,980
| +16,559% | +$52.2M | 1.04% | 35 |
|
|
2020
Q4 | $267K | Buy |
+13,316
| New | +$267K | 0.01% | 378 |
|
|
2020
Q1 | – | Sell |
-11,867
| Closed | -$282K | – | 416 |
|
|
2019
Q4 | $282K | Sell |
11,867
-1,271
| -10% | -$30.2K | 0.01% | 347 |
|
|
2019
Q3 | $316K | Buy |
13,138
+85
| +0.7% | +$2.04K | 0.01% | 333 |
|
|
2019
Q2 | $366K | Sell |
13,053
-1,001
| -7% | -$28.1K | 0.01% | 313 |
|
|
2019
Q1 | $404K | Sell |
14,054
-382
| -3% | -$11K | 0.01% | 293 |
|
|
2018
Q4 | $318K | Sell |
14,436
-1,603
| -10% | -$35.3K | 0.01% | 301 |
|
|
2018
Q3 | $436K | Buy |
16,039
+7,014
| +78% | +$191K | 0.01% | 295 |
|
|
2018
Q2 | $245K | Buy |
+9,025
| New | +$245K | 0.01% | 359 |
|
|
2018
Q1 | – | Sell |
-5,185
| Closed | -$158K | – | 803 |
|
|
2017
Q4 | $158K | Sell |
5,185
-5,200
| -50% | -$158K | 0.01% | 398 |
|
|
2017
Q3 | $312K | Sell |
10,385
-1,000
| -9% | -$30K | 0.01% | 312 |
|
|
2017
Q2 | $345K | Sell |
11,385
-6,476
| -36% | -$196K | 0.01% | 302 |
|
|
2017
Q1 | $528K | Buy |
17,861
+5,747
| +47% | +$170K | 0.02% | 253 |
|
|
2016
Q4 | $378K | Buy |
12,114
+53
| +0.4% | +$1.65K | 0.02% | 275 |
|
|
2016
Q3 | $371K | Sell |
12,061
-3,451
| -22% | -$106K | 0.02% | 279 |
|
|
2016
Q2 | $336K | Sell |
15,512
-7,960
| -34% | -$172K | 0.01% | 290 |
|
|
2016
Q1 | $377K | Sell |
23,472
-16,131
| -41% | -$259K | 0.02% | 277 |
|
|
2015
Q4 | $1.02M | Sell |
39,603
-4,787
| -11% | -$123K | 0.05% | 180 |
|
|
2015
Q3 | $1.63M | Sell |
44,390
-4
| -0% | -$147 | 0.08% | 143 |
|
|
2015
Q2 | $2.54M | Sell |
44,394
-1,640
| -4% | -$94K | 0.11% | 121 |
|
|
2015
Q1 | $2.33M | Buy |
46,034
+327
| +0.7% | +$16.6K | 0.11% | 126 |
|
|
2014
Q4 | $2.05M | Buy |
45,707
+4,074
| +10% | +$183K | 0.1% | 123 |
|
|
2014
Q3 | $2.3M | Sell |
41,633
-2,425
| -6% | -$134K | 0.12% | 133 |
|
|
2014
Q2 | $2.56M | Sell |
44,058
-38,797
| -47% | -$2.26M | 0.13% | 125 |
|
|
2014
Q1 | $3.36M | Sell |
82,855
-11,600
| -12% | -$470K | 0.19% | 107 |
|
|
2013
Q4 | $3.64M | Sell |
94,455
-1,756
| -2% | -$67.7K | 0.2% | 109 |
|
|
2013
Q3 | $3.5M | Sell |
96,211
-24,100
| -20% | -$877K | 0.2% | 120 |
|
|
2013
Q2 | $3.9M | Buy |
+120,311
| New | +$3.9M | 0.22% | 112 |
|