Pathstone Family Office’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.35M | Buy |
|
|||||
|
2023
Q2 | $872K | Buy |
|
|||||
|
2023
Q1 | $743K | Sell |
|
|||||
|
2022
Q4 | $2.15M | Buy |
|
|||||
|
2022
Q3 | $1.88M | Buy |
|
|||||
|
2022
Q2 | $203K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $65K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $15K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $7K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $2K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $10K | Sell |
|
|||||
|
2015
Q2 | $24K | Sell |
|
|||||
|
2015
Q1 | $22K | Sell |
|
|||||
|
2014
Q4 | $22K | Sell |
|
|||||
|
2014
Q3 | $50K | Buy |
|
|||||
|
2014
Q2 | $24K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $42K | Buy |
|
|||||
|
2013
Q3 | $13K | Sell |
|
|||||
|
2013
Q2 | $72K | Buy |
|