First Citizens Bank & 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 | $737K | Sell |
11,728
-340
| -3% | -$21.4K | 0.01% | 335 |
|
|
2025
Q1 | $721K | Buy |
12,068
+1,526
| +14% | +$91.2K | 0.02% | 271 |
|
|
2024
Q4 | $571K | Sell |
10,542
-36
| -0.3% | -$1.95K | 0.01% | 296 |
|
|
2024
Q3 | $483K | Sell |
10,578
-598
| -5% | -$27.3K | 0.01% | 324 |
|
|
2024
Q2 | $475K | Buy |
11,176
+2,126
| +23% | +$90.4K | 0.01% | 324 |
|
|
2024
Q1 | $353K | Buy |
+9,050
| New | +$353K | 0.01% | 351 |
|
|
2015
Q4 | – | Sell |
-6,235
| Closed | -$230K | – | 409 |
|
|
2015
Q3 | $230K | Sell |
6,235
-2,827
| -31% | -$104K | 0.02% | 353 |
|
|
2015
Q2 | $520K | Sell |
9,062
-3,924
| -30% | -$225K | 0.04% | 303 |
|
|
2015
Q1 | $657K | Buy |
12,986
+1,899
| +17% | +$96.1K | 0.05% | 277 |
|
|
2014
Q4 | $498K | Buy |
+11,087
| New | +$498K | 0.04% | 242 |
|
|
2014
Q3 | – | Sell |
-5,100
| Closed | -$297K | – | 358 |
|
|
2014
Q2 | $297K | Buy |
+5,100
| New | +$297K | 0.03% | 268 |
|
|
2013
Q4 | – | Sell |
-67,671
| Closed | -$2.46M | – | 805 |
|
|
2013
Q3 | $2.46M | Buy |
67,671
+5,460
| +9% | +$199K | 0.09% | 207 |
|
|
2013
Q2 | $2.02M | Buy |
+62,211
| New | +$2.02M | 0.08% | 220 |
|