TPI
Trust Point Inc’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
5,456
-712
| -12% | -$44.7K | 0.03% | 271 |
|
|
2025
Q1 | $369K | Sell |
6,168
-192
| -3% | -$11.5K | 0.03% | 289 |
|
|
2024
Q4 | $344K | Sell |
6,360
-464
| -7% | -$25.1K | 0.02% | 389 |
|
|
2024
Q3 | $312K | Sell |
6,824
-974
| -12% | -$44.5K | 0.02% | 388 |
|
|
2024
Q2 | $331K | Sell |
7,798
-929
| -11% | -$39.5K | 0.03% | 352 |
|
|
2024
Q1 | $340K | Sell |
8,727
-188
| -2% | -$7.33K | 0.03% | 374 |
|
|
2023
Q4 | $311K | Buy |
+8,915
| New | +$311K | 0.03% | 389 |
|