Patten Group’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
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $987K | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $698K | Buy |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $218K | Sell |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $228K | Hold |
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|
2020
Q1 | $170K | Sell |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $569K | Sell |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $704K | Sell |
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|
2018
Q4 | $557K | Sell |
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|
2018
Q3 | $928K | Buy |
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|
2018
Q2 | $850K | Sell |
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|
2018
Q1 | $806K | Sell |
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|
2017
Q4 | $1.03M | Sell |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $918K | Buy |
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|
2016
Q2 | $207K | Buy |
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|
2016
Q1 | $112K | Hold |
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|
2015
Q4 | $179K | Sell |
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|
2015
Q3 | $513K | Sell |
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|
2015
Q2 | $821K | Buy |
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|
2015
Q1 | $720K | Sell |
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|
2014
Q4 | $796K | Buy |
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