Rothschild Investment LLC’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 | $569K | Buy |
|
|||||
|
2025
Q1 | $533K | Buy |
|
|||||
|
2024
Q4 | $471K | Buy |
|
|||||
|
2024
Q3 | $394K | Buy |
|
|||||
|
2024
Q2 | $363K | Buy |
|
|||||
|
2024
Q1 | $319K | Sell |
|
|||||
|
2023
Q4 | $288K | Buy |
|
|||||
|
2023
Q3 | $274K | Sell |
|
|||||
|
2023
Q2 | $267K | Sell |
|
|||||
|
2023
Q1 | $289K | Buy |
|
|||||
|
2022
Q4 | $284K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $337K | Buy |
|
|||||
|
2021
Q2 | $330K | Hold |
|
|||||
|
2021
Q1 | $294K | Hold |
|
|||||
|
2020
Q4 | $249K | Sell |
|
|||||
|
2020
Q3 | $341K | Hold |
|
|||||
|
2020
Q2 | $330K | Buy |
|
|||||
|
2020
Q1 | $224K | Buy |
|
|||||
|
2019
Q4 | $364K | Hold |
|
|||||
|
2019
Q3 | $370K | Hold |
|
|||||
|
2019
Q2 | $431K | Hold |
|
|||||
|
2019
Q1 | $441K | Hold |
|
|||||
|
2018
Q4 | $339K | Buy |
|
|||||
|
2018
Q3 | $394K | Sell |
|
|||||
|
2018
Q2 | $411K | Buy |
|
|||||
|
2018
Q1 | $265K | Sell |
|
|||||
|
2017
Q4 | $558K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $237K | Hold |
|
|||||
|
2016
Q3 | $234K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $512K | Sell |
|
|||||
|
2015
Q3 | $740K | Sell |
|
|||||
|
2015
Q2 | $1.18M | Hold |
|
|||||
|
2015
Q1 | $1.04M | Hold |
|
|||||
|
2014
Q4 | $923K | Sell |
|
|||||
|
2014
Q3 | $1.25M | Hold |
|
|||||
|
2014
Q2 | $1.31M | Sell |
|
|||||
|
2014
Q1 | $1.1M | Sell |
|
|||||
|
2013
Q4 | $1.07M | Hold |
|
|||||
|
2013
Q3 | $1M | Sell |
|
|||||
|
2013
Q2 | $904K | Buy |
|