Sterling Investment Counsel’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 | – | Sell |
|
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|
2025
Q2 | $457K | Sell |
|
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|
2025
Q1 | $478K | Buy |
|
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|
2024
Q4 | $394K | Hold |
|
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|
2024
Q3 | $333K | Hold |
|
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|
2024
Q2 | $310K | Sell |
|
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|
2024
Q1 | $334K | Buy |
|
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|
2023
Q4 | $272K | Buy |
|
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|
2023
Q3 | $257K | Buy |
|
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|
2023
Q2 | $241K | Buy |
|
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|
2023
Q1 | $213K | Sell |
|
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|
2022
Q4 | $257K | Buy |
|
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|
2022
Q3 | $207K | Sell |
|
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|
2022
Q2 | $239K | Buy |
|
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|
2022
Q1 | $256K | Sell |
|
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|
2021
Q4 | $203K | Buy |
|