JTC Employer Solutions Trustee’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Hold |
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|
2025
Q2 | $406K | Hold |
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|
2025
Q1 | $387K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $193K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $168K | Hold |
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|
2021
Q2 | $172K | Buy |
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