Sanibel Captiva 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
$2.23M Buy
35,507
+3,774
+12% +$237K 0.07% 167
2025
Q1
$1.9M Sell
31,733
-214
-0.7% -$12.8K 0.06% 174
2024
Q4
$1.73M Buy
31,947
+153
+0.5% +$8.28K 0.06% 175
2024
Q3
$1.45M Sell
31,794
-622
-2% -$28.4K 0.05% 191
2024
Q2
$1.38M Hold
32,416
0.05% 184
2024
Q1
$1.26M Buy
32,416
+1,646
+5% +$64.1K 0.04% 186
2023
Q4
$1.07M Buy
+30,770
New +$1.07M 0.04% 185