Glenview 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 | $683K | Sell |
10,882
-202
| -2% | -$12.7K | 0.01% | 330 |
|
|
2025
Q1 | $662K | Sell |
11,084
-204
| -2% | -$12.2K | 0.01% | 318 |
|
|
2024
Q4 | $611K | Buy |
11,288
+6,788
| +151% | +$367K | 0.01% | 328 |
|
|
2024
Q3 | $205K | Sell |
4,500
-415
| -8% | -$18.9K | ﹤0.01% | 465 |
|
|
2024
Q2 | $209K | Sell |
4,915
-2,300
| -32% | -$97.8K | ﹤0.01% | 451 |
|
|
2024
Q1 | $281K | Sell |
7,215
-29
| -0.4% | -$1.13K | 0.01% | 408 |
|
|
2023
Q4 | $252K | Buy |
+7,244
| New | +$252K | 0.01% | 422 |
|
|
2023
Q3 | – | Sell |
-6,877
| Closed | -$224K | – | 469 |
|
|
2023
Q2 | $224K | Buy |
+6,877
| New | +$224K | 0.01% | 432 |
|
|
2014
Q4 | $251K | Buy |
+5,580
| New | +$251K | 0.03% | 205 |
|
|
2013
Q4 | $707K | Buy |
+18,319
| New | +$707K | 0.08% | 121 |
|