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
Q3 | $412K | Sell |
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|
2025
Q2 | $590K | Buy |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $16K | Sell |
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|
2016
Q2 | $28K | Buy |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $43K | Sell |
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|
2015
Q3 | $1.75M | Sell |
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|
2015
Q2 | $2.81M | Sell |
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|
2015
Q1 | $2.55M | Buy |
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|
2014
Q4 | $1.74M | Buy |
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|
2014
Q3 | $453K | Buy |
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|
2014
Q2 | $389K | Buy |
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|
2014
Q1 | $242K | Buy |
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|
2013
Q4 | $100K | Sell |
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|
2013
Q3 | $115K | Buy |
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|
2013
Q2 | $73K | Buy |
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