Independence Bank of Kentucky’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 | $1.51M | Sell |
24,024
-353
| -1% | -$22.2K | 0.21% | 100 |
|
2025
Q1 | $1.46M | Sell |
24,377
-2,032
| -8% | -$121K | 0.23% | 94 |
|
2024
Q4 | $1.43M | Buy |
26,409
+1,364
| +5% | +$73.8K | 0.22% | 97 |
|
2024
Q3 | $1.14M | Buy |
25,045
+4,248
| +20% | +$194K | 0.25% | 103 |
|
2024
Q2 | $884K | Buy |
20,797
+3,345
| +19% | +$142K | 0.23% | 104 |
|
2024
Q1 | $680K | Buy |
17,452
+5,860
| +51% | +$228K | 0.2% | 118 |
|
2023
Q4 | $404K | Buy |
11,592
+8,783
| +313% | +$306K | 0.14% | 150 |
|
2023
Q3 | $94.6K | Buy |
2,809
+628
| +29% | +$21.2K | 0.04% | 241 |
|
2023
Q2 | $71.2K | Buy |
+2,181
| New | +$71.2K | 0.03% | 261 |
|
2023
Q1 | – | Sell |
-350
| Closed | -$12K | – | 445 |
|
2022
Q4 | $12K | Sell |
350
-360
| -51% | -$12.3K | 0.01% | 347 |
|
2022
Q3 | $20K | Buy |
710
+360
| +103% | +$10.1K | 0.01% | 303 |
|
2022
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 341 |
|
2022
Q1 | $12K | Hold |
350
| – | – | ﹤0.01% | 341 |
|
2021
Q4 | $9K | Hold |
350
| – | – | ﹤0.01% | 345 |
|
2021
Q3 | $9K | Hold |
350
| – | – | ﹤0.01% | 350 |
|
2021
Q2 | $9K | Sell |
350
-1,800
| -84% | -$46.3K | ﹤0.01% | 345 |
|
2021
Q1 | $51K | Hold |
2,150
| – | – | 0.02% | 228 |
|
2020
Q4 | $43K | Hold |
2,150
| – | – | 0.02% | 234 |
|
2020
Q3 | $42K | Hold |
2,150
| – | – | 0.02% | 224 |
|
2020
Q2 | $41K | Hold |
2,150
| – | – | 0.03% | 206 |
|
2020
Q1 | $30K | Hold |
2,150
| – | – | 0.02% | 219 |
|
2019
Q4 | $51K | Hold |
2,150
| – | – | 0.03% | 210 |
|
2019
Q3 | $52K | Hold |
2,150
| – | – | 0.04% | 198 |
|
2019
Q2 | $60K | Hold |
2,150
| – | – | 0.05% | 171 |
|
2019
Q1 | $62K | Hold |
2,150
| – | – | 0.05% | 160 |
|
2018
Q4 | $47K | Hold |
2,150
| – | – | 0.04% | 170 |
|
2018
Q3 | $58K | Hold |
2,150
| – | – | 0.05% | 170 |
|
2018
Q2 | $58K | Hold |
2,150
| – | – | 0.05% | 156 |
|
2018
Q1 | $53K | Hold |
2,150
| – | – | 0.05% | 163 |
|
2017
Q4 | $66K | Buy |
+2,150
| New | +$66K | 0.06% | 154 |
|