Sandy Spring Bank’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $30.3K | Hold |
507
| – | – | ﹤0.01% | 664 |
|
|
2024
Q4 | $27.4K | Buy |
+507
| New | +$27.4K | ﹤0.01% | 693 |
|
|
2024
Q3 | – | Sell |
-171
| Closed | -$7.27K | – | 1321 |
|
|
2024
Q2 | $7.27K | Buy |
171
+43
| +34% | +$1.83K | ﹤0.01% | 930 |
|
|
2024
Q1 | $4.99K | Buy |
128
+36
| +39% | +$1.4K | ﹤0.01% | 963 |
|
|
2023
Q4 | $3.21K | Hold |
92
| – | – | ﹤0.01% | 970 |
|
|
2023
Q3 | $3.1K | Buy |
+92
| New | +$3.1K | ﹤0.01% | 985 |
|
|
2022
Q1 | – | Sell |
-126
| Closed | -$3K | – | 1238 |
|
|
2021
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 1114 |
|
|
2021
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q2 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 1058 |
|
|
2019
Q4 | – | Sell |
-2,559
| Closed | -$61K | – | 874 |
|
|
2019
Q3 | $61K | Buy |
2,559
+2,053
| +406% | +$48.9K | ﹤0.01% | 439 |
|
|
2019
Q2 | $14K | Buy |
+506
| New | +$14K | ﹤0.01% | 675 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$5K | – | 810 |
|
|
2018
Q4 | $5K | Sell |
225
-223
| -50% | -$4.96K | ﹤0.01% | 724 |
|
|
2018
Q3 | $12K | Buy |
+448
| New | +$12K | ﹤0.01% | 661 |
|
|
2016
Q1 | – | Sell |
-160
| Closed | -$4K | – | 973 |
|
|
2015
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 811 |
|
|
2015
Q3 | $6K | Hold |
160
| – | – | ﹤0.01% | 749 |
|
|
2015
Q2 | $9K | Sell |
160
-50
| -24% | -$2.81K | ﹤0.01% | 719 |
|
|
2015
Q1 | $11K | Buy |
210
+170
| +425% | +$8.91K | ﹤0.01% | 666 |
|
|
2014
Q4 | $2K | Sell |
40
-225
| -85% | -$11.3K | ﹤0.01% | 775 |
|
|
2014
Q3 | $15K | Hold |
265
| – | – | ﹤0.01% | 581 |
|
|
2014
Q2 | $15K | Hold |
265
| – | – | ﹤0.01% | 571 |
|
|
2014
Q1 | $11K | Sell |
265
-333
| -56% | -$13.8K | ﹤0.01% | 565 |
|
|
2013
Q4 | $24K | Sell |
598
-126
| -17% | -$5.06K | ﹤0.01% | 459 |
|
|
2013
Q3 | $26K | Sell |
724
-207
| -22% | -$7.43K | ﹤0.01% | 431 |
|
|
2013
Q2 | $30K | Buy |
+931
| New | +$30K | ﹤0.01% | 395 |
|