JTC Employer Solutions Trustee’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 | $406K | Hold |
6,473
| – | – | 0.04% | 91 |
|
|
2025
Q1 | $387K | Hold |
6,473
| – | – | 0.03% | 91 |
|
|
2024
Q4 | $351K | Hold |
6,473
| – | – | 0.02% | 97 |
|
|
2024
Q3 | $295K | Hold |
6,473
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $275K | Hold |
6,473
| – | – | 0.02% | 107 |
|
|
2024
Q1 | $250K | Hold |
6,473
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $226K | Hold |
6,473
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $218K | Hold |
6,473
| – | – | 0.02% | 117 |
|
|
2023
Q2 | $211K | Hold |
6,473
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $193K | Hold |
6,473
| – | – | 0.02% | 137 |
|
|
2022
Q4 | $213K | Hold |
6,473
| – | – | 0.02% | 121 |
|
|
2022
Q3 | $185K | Hold |
6,473
| – | – | 0.03% | 120 |
|
|
2022
Q2 | $202K | Hold |
6,473
| – | – | 0.03% | 98 |
|
|
2022
Q1 | $216K | Hold |
6,473
| – | – | 0.02% | 106 |
|
|
2021
Q4 | $169K | Hold |
6,473
| – | – | 0.02% | 129 |
|
|
2021
Q3 | $168K | Hold |
6,473
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $172K | Buy |
+6,473
| New | +$172K | 0.03% | 109 |
|