Summit Trail Advisors’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 | $2.84M | Buy |
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|
2025
Q2 | $1.97M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.18M | Sell |
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|
2017
Q4 | $1.83M | Buy |
|