First National 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 | $609K | Hold |
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|
2025
Q2 | $604K | Hold |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $306K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $491K | Sell |
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|
2018
Q4 | $380K | Sell |
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|
2018
Q3 | $567K | Buy |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $345K | Sell |
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|
2017
Q3 | $401K | Sell |
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|
2017
Q2 | $464K | Hold |
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|
2017
Q1 | $454K | Buy |
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|
2016
Q4 | $440K | Hold |
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|
2016
Q3 | $434K | Hold |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $269K | Sell |
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|
2015
Q4 | $435K | Hold |
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|
2015
Q3 | $623K | Hold |
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|
2015
Q2 | $970K | Sell |
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|
2015
Q1 | $880K | Sell |
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|
2014
Q4 | $800K | Sell |
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|
2014
Q3 | $996K | Sell |
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|
2014
Q2 | $1.09M | Sell |
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|
2014
Q1 | $801K | Hold |
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|
2013
Q4 | $762K | Sell |
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|
2013
Q3 | $754K | Hold |
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|
2013
Q2 | $674K | Buy |
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