Private Trust Company’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 | $953K | Sell |
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|
2025
Q2 | $978K | Buy |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $331K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $216K | Sell |
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|
2014
Q2 | $274K | Sell |
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|
2014
Q1 | $192K | Buy |
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|
2013
Q4 | $169K | Buy |
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|
2013
Q3 | $156K | Buy |
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|
2013
Q2 | $87K | Buy |
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