SVB Wealth’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
Q2 | $500K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.11M | Buy |
|
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|
2023
Q4 | $862K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $919K | Buy |
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|
2023
Q1 | $781K | Sell |
|
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $690K | Buy |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $528K | Sell |
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|
2017
Q2 | $600K | Buy |
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|
2017
Q1 | $580K | Sell |
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|
2016
Q4 | $759K | Sell |
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|
2016
Q3 | $753K | Sell |
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|
2016
Q2 | $581K | Sell |
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|
2016
Q1 | $574K | Sell |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $2.75M | Sell |
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|
2015
Q2 | $4.31M | Buy |
|
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|
2015
Q1 | $3.71M | Buy |
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|
2014
Q4 | $2.59M | Buy |
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