First Interstate Bank’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 | $289K | Hold |
4,609
| – | – | 0.02% | 155 |
|
2025
Q1 | $275K | Buy |
4,609
+109
| +2% | +$6.51K | 0.02% | 148 |
|
2024
Q4 | $244K | Sell |
4,500
-22
| -0.5% | -$1.19K | 0.01% | 164 |
|
2024
Q3 | $206K | Buy |
+4,522
| New | +$206K | 0.01% | 180 |
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$71K | – | 484 |
|
2019
Q4 | $71K | Hold |
3,000
| – | – | 0.02% | 249 |
|
2019
Q3 | $72K | Buy |
3,000
+1,000
| +50% | +$24K | 0.02% | 297 |
|
2019
Q2 | $56K | Sell |
2,000
-1,919
| -49% | -$53.7K | 0.01% | 334 |
|
2019
Q1 | $112K | Sell |
3,919
-1,060
| -21% | -$30.3K | 0.03% | 261 |
|
2018
Q4 | $110K | Buy |
4,979
+661
| +15% | +$14.6K | 0.03% | 247 |
|
2018
Q3 | $117K | Buy |
4,318
+2,118
| +96% | +$57.4K | 0.02% | 257 |
|
2018
Q2 | $59K | Sell |
2,200
-336
| -13% | -$9.01K | 0.01% | 339 |
|
2018
Q1 | $63K | Sell |
2,536
-120
| -5% | -$2.98K | 0.01% | 337 |
|
2017
Q4 | $81K | Hold |
2,656
| – | – | 0.02% | 309 |
|
2017
Q3 | $80K | Hold |
2,656
| – | – | 0.02% | 307 |
|
2017
Q2 | $80K | Buy |
2,656
+120
| +5% | +$3.61K | 0.02% | 305 |
|
2017
Q1 | $75K | Hold |
2,536
| – | – | 0.02% | 305 |
|
2016
Q4 | $79K | Sell |
2,536
-1,000
| -28% | -$31.2K | 0.02% | 292 |
|
2016
Q3 | $109K | Sell |
3,536
-3,500
| -50% | -$108K | 0.02% | 261 |
|
2016
Q2 | $152K | Hold |
7,036
| – | – | 0.03% | 208 |
|
2016
Q1 | $113K | Buy |
7,036
+2,800
| +66% | +$45K | 0.02% | 245 |
|
2015
Q4 | $109K | Buy |
4,236
+3,500
| +476% | +$90.1K | 0.02% | 268 |
|
2015
Q3 | $27K | Buy |
+736
| New | +$27K | 0.01% | 454 |
|