Laird Norton Wetherby Wealth Management’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 | $1.38M | Buy |
21,748
+108
| +0.5% | +$6.34K | 0.06% | 314 |
|
|
2025
Q2 | $1.36M | Buy |
+21,640
| New | +$1.28M | 0.06% | 293 |
|
|
2024
Q4 | $1.16M | Sell |
21,367
-976
| -4% | -$52.6K | 0.06% | 304 |
|
|
2024
Q3 | $1.02M | Sell |
22,343
-568
| -2% | -$25K | 0.05% | 354 |
|
|
2024
Q2 | $974K | Sell |
22,911
-171
| -0.7% | -$6.86K | 0.05% | 357 |
|
|
2024
Q1 | $900K | Sell |
23,082
-497
| -2% | -$17.7K | 0.04% | 388 |
|
|
2023
Q4 | $821K | Sell |
23,579
-312
| -1% | -$10.9K | 0.04% | 399 |
|
|
2023
Q3 | $805K | Sell |
23,891
-792
| -3% | -$27K | 0.05% | 385 |
|
|
2023
Q2 | $805K | Buy |
24,683
+2,464
| +11% | +$74K | 0.04% | 388 |
|
|
2023
Q1 | $663K | Sell |
22,219
-2,221
| -9% | -$68.6K | 0.04% | 439 |
|
|
2022
Q4 | $804K | Buy |
24,440
+355
| +1% | +$11.6K | 0.05% | 371 |
|
|
2022
Q3 | $690K | Buy |
24,085
+576
| +2% | +$18.8K | 0.05% | 382 |
|
|
2022
Q2 | $734K | Buy |
23,509
+1,482
| +7% | +$51.2K | 0.05% | 369 |
|
|
2022
Q1 | $736K | Buy |
22,027
+420
| +2% | +$12.8K | 0.04% | 391 |
|
|
2021
Q4 | $562K | Sell |
21,607
-64
| -0.3% | -$1.77K | 0.03% | 477 |
|
|
2021
Q3 | $563K | Buy |
21,671
+38
| +0.2% | +$957 | 0.04% | 473 |
|
|
2021
Q2 | $574K | Buy |
21,633
+814
| +4% | +$20.8K | 0.04% | 460 |
|
|
2021
Q1 | $493K | Sell |
20,819
-1,322
| -6% | -$30K | 0.04% | 438 |
|
|
2020
Q4 | $444K | Buy |
22,141
+467
| +2% | +$9.47K | 0.03% | 500 |
|
|
2020
Q3 | $426K | Buy |
21,674
+360
| +2% | +$7.33K | 0.04% | 418 |
|
|
2020
Q2 | $406K | Buy |
21,314
+138
| +0.7% | +$2.57K | 0.04% | 412 |
|
|
2020
Q1 | $300K | Buy |
21,176
+2,601
| +14% | +$50.4K | 0.03% | 453 |
|
|
2019
Q4 | $441K | Sell |
18,575
-2,708
| -13% | -$62K | 0.04% | 437 |
|
|
2019
Q3 | $512K | Sell |
21,283
-1,282
| -6% | -$32.3K | 0.05% | 391 |
|
|
2019
Q2 | $633K | Buy |
22,565
+2,885
| +15% | +$80.2K | 0.07% | 319 |
|
|
2019
Q1 | $565K | Buy |
19,680
+1,544
| +9% | +$41.4K | 0.07% | 336 |
|
|
2018
Q4 | $400K | Buy |
18,136
+4,550
| +33% | +$114K | 0.06% | 386 |
|
|
2018
Q3 | $369K | Buy |
13,586
+2,612
| +24% | +$75.8K | 0.05% | 445 |
|
|
2018
Q2 | $297K | Sell |
10,974
-205
| -2% | -$5.41K | 0.04% | 474 |
|
|
2018
Q1 | $278K | Buy |
11,179
+245
| +2% | +$7.23K | 0.04% | 497 |
|
|
2017
Q4 | $333K | Sell |
10,934
-299
| -3% | -$8.7K | 0.05% | 450 |
|
|
2017
Q3 | $337K | Buy |
+11,233
| New | +$342K | 0.05% | 429 |
|
|
2016
Q3 | – | Sell |
-9,729
| Closed | -$211K | – | 538 |
|
|
2016
Q2 | $211K | Buy |
+9,729
| New | +$195K | 0.05% | 450 |
|
|
2016
Q1 | – | Sell |
-8,427
| Closed | -$217K | – | 502 |
|
|
2015
Q4 | $217K | Sell |
8,427
-2,180
| -21% | -$76.2K | 0.05% | 409 |
|
|
2015
Q3 | $391K | Buy |
10,607
+605
| +6% | +$30.1K | 0.1% | 248 |
|
|
2015
Q2 | $574K | Buy |
10,002
+321
| +3% | +$16.5K | 0.14% | 180 |
|
|
2015
Q1 | $489K | Buy |
9,681
+664
| +7% | +$30.8K | 0.12% | 206 |
|
|
2014
Q4 | $406K | Buy |
9,017
+281
| +3% | +$14.4K | 0.1% | 228 |
|
|
2014
Q3 | $484K | Buy |
8,736
+319
| +4% | +$18.3K | 0.13% | 186 |
|
|
2014
Q2 | $490K | Sell |
8,417
-239
| -3% | -$11.1K | 0.14% | 183 |
|
|
2014
Q1 | $351K | Sell |
8,656
-170
| -2% | -$6.89K | 0.1% | 261 |
|
|
2013
Q4 | $341K | Sell |
8,826
-144
| -2% | -$5.18K | 0.1% | 256 |
|
|
2013
Q3 | $326K | Sell |
8,970
-48
| -0.5% | -$1.68K | 0.1% | 250 |
|
|
2013
Q2 | $293K | Buy |
+9,018
| New | +$325K | 0.1% | 237 |
|
Other funds holding WMB
