Washington Trust Advisors’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 | $155K | Sell |
2,474
-41
| -2% | -$2.58K | 0.01% | 218 |
|
2025
Q1 | $150K | Buy |
2,515
+1,595
| +173% | +$95.3K | 0.01% | 215 |
|
2024
Q4 | $49.8K | Sell |
920
-97
| -10% | -$5.25K | ﹤0.01% | 322 |
|
2024
Q3 | $46.4K | Buy |
1,017
+17
| +2% | +$776 | ﹤0.01% | 326 |
|
2024
Q2 | $42.5K | Hold |
1,000
| – | – | ﹤0.01% | 332 |
|
2024
Q1 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 337 |
|
2023
Q4 | $34.8K | Sell |
1,000
-68
| -6% | -$2.37K | ﹤0.01% | 347 |
|
2023
Q3 | $36K | Hold |
1,068
| – | – | ﹤0.01% | 340 |
|
2023
Q2 | $34.8K | Sell |
1,068
-118
| -10% | -$3.85K | ﹤0.01% | 330 |
|
2023
Q1 | $35.4K | Buy |
1,186
+26
| +2% | +$776 | ﹤0.01% | 348 |
|
2022
Q4 | $38.2K | Sell |
1,160
-3,144
| -73% | -$103K | ﹤0.01% | 335 |
|
2022
Q3 | $123K | Sell |
4,304
-127
| -3% | -$3.63K | 0.01% | 248 |
|
2022
Q2 | $139K | Sell |
4,431
-195
| -4% | -$6.12K | 0.01% | 251 |
|
2022
Q1 | $155K | Buy |
4,626
+147
| +3% | +$4.93K | 0.01% | 275 |
|
2021
Q4 | $117K | Buy |
+4,479
| New | +$117K | 0.01% | 340 |
|