Patten & Patten’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 | $702K | Buy |
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|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $291K | Buy |
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|
2016
Q4 | $291K | Buy |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $219K | Hold |
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|
2015
Q3 | $315K | Sell |
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|
2015
Q2 | $535K | Buy |
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|
2015
Q1 | $452K | Buy |
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|
2014
Q4 | $311K | Buy |
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|
2014
Q3 | $339K | Hold |
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|
2014
Q2 | $357K | Sell |
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|
2014
Q1 | $636K | Hold |
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|
2013
Q4 | $604K | Buy |
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|
2013
Q3 | $477K | Buy |
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|
2013
Q2 | $418K | Buy |
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