Fiduciary Trust’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
9,655
+552
| +6% | +$34.7K | 0.01% | 502 |
|
|
2025
Q1 | $544K | Buy |
9,103
+1,314
| +17% | +$78.5K | 0.01% | 510 |
|
|
2024
Q4 | $422K | Buy |
7,789
+433
| +6% | +$23.4K | 0.01% | 500 |
|
|
2024
Q3 | $336K | Sell |
7,356
-21
| -0.3% | -$959 | ﹤0.01% | 543 |
|
|
2024
Q2 | $314K | Sell |
7,377
-30
| -0.4% | -$1.28K | ﹤0.01% | 534 |
|
|
2024
Q1 | $289K | Buy |
7,407
+730
| +11% | +$28.4K | ﹤0.01% | 569 |
|
|
2023
Q4 | $233K | Hold |
6,677
| – | – | ﹤0.01% | 580 |
|
|
2023
Q3 | $225K | Hold |
6,677
| – | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $218K | Buy |
+6,677
| New | +$218K | ﹤0.01% | 591 |
|
|
2023
Q1 | – | Sell |
-6,632
| Closed | -$218K | – | 635 |
|
|
2022
Q4 | $218K | Buy |
+6,632
| New | +$218K | ﹤0.01% | 589 |
|
|
2022
Q3 | – | Sell |
-6,632
| Closed | -$207K | – | 640 |
|
|
2022
Q2 | $207K | Hold |
6,632
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $222K | Buy |
+6,632
| New | +$222K | ﹤0.01% | 618 |
|