Harbour Trust & Investment Management’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 | $1.46M | Sell |
23,316
-35
| -0.1% | -$2.2K | 0.16% | 74 |
|
|
2025
Q1 | $1.4M | Sell |
23,351
-1,573
| -6% | -$94K | 0.17% | 77 |
|
|
2024
Q4 | $1.35M | Sell |
24,924
-370
| -1% | -$20K | 0.15% | 79 |
|
|
2024
Q3 | $1.15M | Hold |
25,294
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $1.07M | Buy |
25,294
+221
| +0.9% | +$9.39K | 0.13% | 87 |
|
|
2024
Q1 | $977K | Buy |
25,073
+339
| +1% | +$13.2K | 0.12% | 92 |
|
|
2023
Q4 | $861K | Buy |
+24,734
| New | +$861K | 0.12% | 93 |
|