Hemenway Trust Hemenway Trust’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-35,268
| Closed | -$877K | – | 138 |
|
|
2018
Q1 | $877K | Buy |
35,268
+7,328
| +26% | +$182K | 0.17% | 72 |
|
|
2017
Q4 | $852K | Buy |
+27,940
| New | +$852K | 0.16% | 71 |
|
|
2014
Q4 | – | Sell |
-4,115
| Closed | -$228K | – | 197 |
|
|
2014
Q3 | $228K | Buy |
4,115
+151
| +4% | +$8.37K | 0.07% | 130 |
|
|
2014
Q2 | $231K | Buy |
+3,964
| New | +$231K | 0.07% | 136 |
|