Trust Company of Vermont’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
1,914
-200
| -9% | -$12.6K | 0.01% | 403 |
|
|
2025
Q1 | $126K | Sell |
2,114
-210
| -9% | -$12.6K | 0.01% | 387 |
|
|
2024
Q4 | $126K | Sell |
2,324
-75
| -3% | -$4.06K | 0.01% | 393 |
|
|
2024
Q3 | $110K | Sell |
2,399
-79
| -3% | -$3.61K | 0.01% | 396 |
|
|
2024
Q2 | $105K | Buy |
2,478
+100
| +4% | +$4.25K | 0.01% | 388 |
|
|
2024
Q1 | $92.7K | Buy |
2,378
+203
| +9% | +$7.91K | 0.01% | 397 |
|
|
2023
Q4 | $75.8K | Sell |
2,175
-131
| -6% | -$4.56K | 0.01% | 388 |
|
|
2023
Q3 | $77.7K | Hold |
2,306
| – | – | 0.01% | 395 |
|
|
2023
Q2 | $75.2K | Buy |
2,306
+150
| +7% | +$4.9K | ﹤0.01% | 423 |
|
|
2023
Q1 | $64.4K | Buy |
2,156
+1,650
| +326% | +$49.3K | ﹤0.01% | 463 |
|
|
2022
Q4 | $16.6K | Hold |
506
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $14K | Sell |
506
-1
| -0.2% | -$28 | ﹤0.01% | 659 |
|
|
2022
Q2 | $16K | Buy |
+507
| New | +$16K | ﹤0.01% | 608 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$16K | – | 747 |
|
|
2021
Q4 | $16K | Buy |
+600
| New | +$16K | ﹤0.01% | 614 |
|
|
2021
Q3 | – | Sell |
-600
| Closed | -$16K | – | 720 |
|
|
2021
Q2 | $16K | Sell |
600
-500
| -45% | -$13.3K | ﹤0.01% | 588 |
|
|
2021
Q1 | $26K | Hold |
1,100
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 534 |
|
|
2020
Q3 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 519 |
|
|
2020
Q2 | $21K | Sell |
1,100
-199
| -15% | -$3.8K | ﹤0.01% | 534 |
|
|
2020
Q1 | $18K | Sell |
1,299
-721
| -36% | -$9.99K | ﹤0.01% | 579 |
|
|
2019
Q4 | $48K | Sell |
2,020
-203
| -9% | -$4.82K | ﹤0.01% | 486 |
|
|
2019
Q3 | $53K | Buy |
2,223
+751
| +51% | +$17.9K | ﹤0.01% | 479 |
|
|
2019
Q2 | $41K | Hold |
1,472
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $42K | Sell |
1,472
-74
| -5% | -$2.11K | ﹤0.01% | 499 |
|
|
2018
Q4 | $34K | Sell |
1,546
-303
| -16% | -$6.66K | ﹤0.01% | 529 |
|
|
2018
Q3 | $50K | Buy |
1,849
+400
| +28% | +$10.8K | ﹤0.01% | 516 |
|
|
2018
Q2 | $39K | Buy |
1,449
+649
| +81% | +$17.5K | ﹤0.01% | 569 |
|
|
2018
Q1 | $20K | Hold |
800
| – | – | ﹤0.01% | 656 |
|
|
2017
Q4 | $24K | Hold |
800
| – | – | ﹤0.01% | 640 |
|
|
2017
Q3 | $24K | Hold |
800
| – | – | ﹤0.01% | 617 |
|
|
2017
Q2 | $24K | Buy |
800
+200
| +33% | +$6K | ﹤0.01% | 625 |
|
|
2017
Q1 | $18K | Sell |
600
-200
| -25% | -$6K | ﹤0.01% | 630 |
|
|
2016
Q4 | $25K | Hold |
800
| – | – | ﹤0.01% | 578 |
|
|
2016
Q3 | $25K | Sell |
800
-71
| -8% | -$2.22K | ﹤0.01% | 534 |
|
|
2016
Q2 | $19K | Sell |
871
-600
| -41% | -$13.1K | ﹤0.01% | 543 |
|
|
2016
Q1 | $24K | Sell |
1,471
-88
| -6% | -$1.44K | ﹤0.01% | 496 |
|
|
2015
Q4 | $40K | Buy |
1,559
+88
| +6% | +$2.26K | 0.01% | 421 |
|
|
2015
Q3 | $54K | Hold |
1,471
| – | – | 0.01% | 386 |
|
|
2015
Q2 | $84K | Hold |
1,471
| – | – | 0.01% | 332 |
|
|
2015
Q1 | $74K | Sell |
1,471
-525
| -26% | -$26.4K | 0.01% | 351 |
|
|
2014
Q4 | $90K | Buy |
1,996
+170
| +9% | +$7.67K | 0.01% | 324 |
|
|
2014
Q3 | $101K | Buy |
1,826
+260
| +17% | +$14.4K | 0.02% | 300 |
|
|
2014
Q2 | $91K | Buy |
1,566
+166
| +12% | +$9.65K | 0.01% | 304 |
|
|
2014
Q1 | $57K | Buy |
1,400
+600
| +75% | +$24.4K | 0.01% | 351 |
|
|
2013
Q4 | $31K | Hold |
800
| – | – | 0.01% | 418 |
|
|
2013
Q3 | $29K | Hold |
800
| – | – | 0.01% | 417 |
|
|
2013
Q2 | $26K | Buy |
+800
| New | +$26K | 0.01% | 436 |
|