Riverview Trust Company’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Sell |
2,582
-411
| -14% | -$25.8K | 0.2% | 66 |
|
|
2025
Q1 | $179K | Sell |
2,993
-21
| -0.7% | -$1.26K | 0.18% | 101 |
|
|
2024
Q4 | $163K | Hold |
3,014
| – | – | 0.15% | 110 |
|
|
2024
Q3 | $138K | Buy |
3,014
+21
| +0.7% | +$959 | 0.12% | 126 |
|
|
2024
Q2 | $127K | Hold |
2,993
| – | – | 0.12% | 125 |
|
|
2024
Q1 | $117K | Buy |
+2,993
| New | +$117K | 0.09% | 155 |
|
|
2023
Q4 | – | Sell |
-2,993
| Closed | -$101K | – | 639 |
|
|
2023
Q3 | $101K | Buy |
2,993
+2,582
| +628% | +$87K | 0.09% | 155 |
|
|
2023
Q2 | $13.4K | Hold |
411
| – | – | 0.01% | 605 |
|
|
2023
Q1 | $12.3K | Hold |
411
| – | – | 0.01% | 626 |
|
|
2022
Q4 | $14K | Sell |
411
-585
| -59% | -$19.9K | 0.01% | 533 |
|
|
2022
Q3 | $29K | Buy |
996
+201
| +25% | +$5.85K | 0.03% | 288 |
|
|
2022
Q2 | $25K | Hold |
795
| – | – | 0.02% | 335 |
|
|
2022
Q1 | $27K | Buy |
+795
| New | +$27K | 0.02% | 371 |
|