Lake Street Private Wealth’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 | $673K | Buy |
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|
2025
Q2 | $663K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $587K | Buy |
|
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|
2024
Q3 | $457K | Sell |
|
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|
2024
Q2 | $441K | Buy |
|
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|
2024
Q1 | $391K | Buy |
|
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $275K | Buy |
|
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $239K | Buy |
|