Sentry Investment Management’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 | $192K | Sell |
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|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $1.48M | Hold |
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|
2020
Q3 | $1.45M | Hold |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $153K | Sell |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $2.08M | Buy |
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|
2018
Q4 | $1.56M | Sell |
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|
2018
Q3 | $2.12M | Buy |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.98M | Hold |
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|
2017
Q3 | $1.95M | Hold |
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|
2017
Q2 | $1.97M | Buy |
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|
2017
Q1 | $1.88M | Buy |
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|
2016
Q4 | $1.7M | Hold |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | $1.1M | Hold |
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|
2016
Q1 | $817K | Hold |
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|
2015
Q4 | $1.31M | Sell |
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|
2015
Q3 | $5.36M | Buy |
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|
2015
Q2 | $6.7M | Buy |
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|
2015
Q1 | $5.42M | Hold |
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|
2014
Q4 | $4.82M | Buy |
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|
2014
Q3 | $4.33M | Buy |
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|
2014
Q2 | $4.26M | Sell |
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|
2014
Q1 | $3.21M | Sell |
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|
2013
Q4 | $3.3M | Buy |
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|
2013
Q3 | $1.79M | Buy |
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|
2013
Q2 | $689K | Buy |
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