First Western Trust 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 | $482K | Sell |
7,669
-121
| -2% | -$7.6K | 0.02% | 118 |
|
|
2025
Q1 | $466K | Hold |
7,790
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $422K | Hold |
7,790
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $356K | Sell |
7,790
-3
| -0% | -$137 | 0.02% | 149 |
|
|
2024
Q2 | $331K | Buy |
7,793
+2
| +0% | +$85 | 0.02% | 147 |
|
|
2024
Q1 | $304K | Buy |
+7,791
| New | +$304K | 0.01% | 160 |
|