Whittier Trust’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 | $547K | Buy |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $99.4K | Hold |
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|
2023
Q1 | $91K | Hold |
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|
2022
Q4 | $100K | Sell |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $109K | Buy |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $111K | Buy |
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|
2019
Q3 | $80K | Sell |
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|
2019
Q2 | $124K | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $182K | Buy |
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|
2018
Q2 | $125K | Hold |
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|
2018
Q1 | $115K | Sell |
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|
2017
Q4 | $170K | Buy |
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|
2017
Q3 | $164K | Hold |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $162K | Hold |
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|
2016
Q4 | $170K | Buy |
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|
2016
Q3 | $159K | Buy |
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|
2016
Q2 | $106K | Buy |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $57K | Sell |
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|
2015
Q3 | $186K | Hold |
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|
2015
Q2 | $289K | Buy |
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|
2015
Q1 | $143K | Sell |
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|
2014
Q4 | $234K | Hold |
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|
2014
Q3 | $288K | Sell |
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|
2014
Q2 | $445K | Sell |
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|
2014
Q1 | $391K | Sell |
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|
2013
Q4 | $402K | Sell |
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|
2013
Q3 | $434K | Hold |
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|
2013
Q2 | $387K | Buy |
|