Compagnie Lombard Odier SCmA’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 | $127K | Hold |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $188K | Hold |
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|
2021
Q2 | $192K | Hold |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $142K | Hold |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $103K | Hold |
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|
2019
Q4 | $172K | Buy |
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|
2019
Q3 | $158K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $22K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $33K | Hold |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $43K | Hold |
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|
2015
Q4 | $68K | Hold |
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|
2015
Q3 | $98K | Hold |
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|
2015
Q2 | $152K | Buy |
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|
2015
Q1 | $58K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $173K | Hold |
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|
2014
Q2 | $182K | Hold |
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|
2014
Q1 | $127K | Hold |
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|
2013
Q4 | $121K | Buy |
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