Somerset Group’s Williams Companies WMB Stock Holding History

Somerset Group’s Portfolio WMB Stock Details WMB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$536K	Hold
2023 Q3	$518K	Hold
2023 Q2	$502K	Hold
2023 Q1	$459K	Hold
2022 Q4	$506K	Hold
2022 Q3	$441K	Hold
2022 Q2	$480K	Hold
2022 Q1	$514K	Hold
2021 Q4	$401K	Hold
2021 Q3	$399K	Hold
2021 Q2	$409K	Hold
2021 Q1	$365K	Hold
2020 Q4	$309K	Hold
2020 Q3	$302K	Hold
2020 Q2	$293K	Hold
2020 Q1	$218K	Hold
2019 Q4	$365K	Hold
2019 Q3	$370K	Hold
2019 Q2	$431K	Hold
2019 Q1	$442K	Hold
2018 Q4	$339K	Sell
2018 Q3	$480K	Buy