Lake Street Private Wealth’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 | $663K | Sell |
10,557
-95
| -0.9% | -$5.97K | 0.09% | 130 |
|
|
2025
Q1 | $637K | Sell |
10,652
-200
| -2% | -$12K | 0.1% | 132 |
|
|
2024
Q4 | $587K | Buy |
10,852
+844
| +8% | +$45.7K | 0.09% | 137 |
|
|
2024
Q3 | $457K | Sell |
10,008
-367
| -4% | -$16.8K | 0.07% | 169 |
|
|
2024
Q2 | $441K | Buy |
10,375
+340
| +3% | +$14.5K | 0.06% | 234 |
|
|
2024
Q1 | $391K | Buy |
10,035
+355
| +4% | +$13.8K | 0.05% | 238 |
|
|
2023
Q4 | $337K | Sell |
9,680
-188
| -2% | -$6.55K | 0.05% | 243 |
|
|
2023
Q3 | $340K | Buy |
9,868
+1,445
| +17% | +$49.7K | 0.06% | 213 |
|
|
2023
Q2 | $275K | Buy |
8,423
+1,451
| +21% | +$47.3K | 0.05% | 239 |
|
|
2023
Q1 | $208K | Sell |
6,972
-158
| -2% | -$4.72K | 0.04% | 264 |
|
|
2022
Q4 | $235K | Buy |
+7,130
| New | +$235K | 0.05% | 244 |
|
|
2022
Q3 | – | Sell |
-7,580
| Closed | -$237K | – | 306 |
|
|
2022
Q2 | $237K | Buy |
7,580
+430
| +6% | +$13.4K | 0.05% | 254 |
|
|
2022
Q1 | $239K | Buy |
+7,150
| New | +$239K | 0.04% | 279 |
|