FineMark National Bank & Trust’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
Q4 | $375K | Sell |
6,243
-258
| -4% | -$15.6K | 0.01% | 352 |
|
|
2025
Q3 | $412K | Sell |
6,501
-2,894
| -31% | -$170K | 0.01% | 339 |
|
|
2025
Q2 | $590K | Buy |
9,395
+52
| +0.6% | +$3.07K | 0.02% | 280 |
|
|
2025
Q1 | $558K | Sell |
9,343
-1,836
| -16% | -$105K | 0.02% | 284 |
|
|
2024
Q4 | $605K | Sell |
11,179
-1,037
| -8% | -$55.9K | 0.02% | 263 |
|
|
2024
Q3 | $558K | Sell |
12,216
-217
| -2% | -$9.54K | 0.02% | 273 |
|
|
2024
Q2 | $528K | Buy |
12,433
+5,368
| +76% | +$215K | 0.02% | 267 |
|
|
2024
Q1 | $275K | Buy |
7,065
+686
| +11% | +$24.4K | 0.01% | 362 |
|
|
2023
Q4 | $222K | Buy |
6,379
+133
| +2% | +$4.67K | 0.01% | 380 |
|
|
2023
Q3 | $210K | Buy |
+6,246
| New | +$213K | 0.01% | 381 |
|
|
2017
Q1 | – | Sell |
-470
| Closed | -$15K | – | 1001 |
|
|
2016
Q4 | $15K | Sell |
470
-62
| -12% | -$1.87K | ﹤0.01% | 878 |
|
|
2016
Q3 | $16K | Sell |
532
-752
| -59% | -$20K | ﹤0.01% | 849 |
|
|
2016
Q2 | $28K | Buy |
1,284
+50
| +4% | +$1K | ﹤0.01% | 759 |
|
|
2016
Q1 | $20K | Sell |
1,234
-449
| -27% | -$7.72K | ﹤0.01% | 781 |
|
|
2015
Q4 | $43K | Sell |
1,683
-45,940
| -96% | -$1.61M | 0.01% | 637 |
|
|
2015
Q3 | $1.75M | Sell |
47,623
-1,346
| -3% | -$67K | 0.24% | 102 |
|
|
2015
Q2 | $2.81M | Sell |
48,969
-1,505
| -3% | -$77.5K | 0.37% | 76 |
|
|
2015
Q1 | $2.55M | Buy |
50,474
+11,862
| +31% | +$550K | 0.35% | 78 |
|
|
2014
Q4 | $1.74M | Buy |
38,612
+30,435
| +372% | +$1.56M | 0.26% | 109 |
|
|
2014
Q3 | $453K | Buy |
8,177
+1,497
| +22% | +$86K | 0.07% | 210 |
|
|
2014
Q2 | $389K | Buy |
6,680
+710
| +12% | +$32.9K | 0.07% | 230 |
|
|
2014
Q1 | $242K | Buy |
5,970
+3,385
| +131% | +$137K | 0.05% | 288 |
|
|
2013
Q4 | $100K | Sell |
2,585
-572
| -18% | -$20.6K | 0.02% | 438 |
|
|
2013
Q3 | $115K | Buy |
3,157
+900
| +40% | +$31.5K | 0.03% | 397 |
|
|
2013
Q2 | $73K | Buy |
+2,257
| New | +$81.2K | 0.02% | 465 |
|
Other funds holding WMB
