Lee Financial’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 | $1.11M | Buy |
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|
2025
Q2 | $545K | Buy |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $580K | Hold |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $186K | Sell |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $123K | Sell |
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|
2021
Q2 | $138K | Sell |
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|
2021
Q1 | $164K | Buy |
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|
2020
Q4 | $131K | Sell |
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|
2020
Q3 | $131K | Buy |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $37K | Sell |
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|
2019
Q4 | $106K | Sell |
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|
2019
Q3 | $116K | Buy |
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|
2019
Q2 | $126K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $18K | Buy |
|