Lee Financial’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 | $545K | Buy |
8,676
+1,008
| +13% | +$63.3K | 0.08% | 93 |
|
|
2025
Q1 | $458K | Sell |
7,668
-3,051
| -28% | -$182K | 0.07% | 99 |
|
|
2024
Q4 | $580K | Hold |
10,719
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $489K | Buy |
10,719
+2,978
| +38% | +$136K | 0.07% | 113 |
|
|
2024
Q2 | $329K | Buy |
7,741
+214
| +3% | +$9.1K | 0.05% | 114 |
|
|
2024
Q1 | $293K | Buy |
7,527
+145
| +2% | +$5.65K | 0.05% | 119 |
|
|
2023
Q4 | $257K | Buy |
7,382
+366
| +5% | +$12.7K | 0.05% | 122 |
|
|
2023
Q3 | $236K | Hold |
7,016
| – | – | 0.04% | 120 |
|
|
2023
Q2 | $229K | Buy |
7,016
+793
| +13% | +$25.9K | 0.04% | 123 |
|
|
2023
Q1 | $186K | Sell |
6,223
-402
| -6% | -$12K | 0.03% | 131 |
|
|
2022
Q4 | $218K | Hold |
6,625
| – | – | 0.04% | 143 |
|
|
2022
Q3 | $189K | Buy |
6,625
+14
| +0.2% | +$399 | 0.04% | 149 |
|
|
2022
Q2 | $207K | Buy |
6,611
+416
| +7% | +$13K | 0.04% | 143 |
|
|
2022
Q1 | $207K | Buy |
6,195
+1,444
| +30% | +$48.3K | 0.04% | 143 |
|
|
2021
Q4 | $123K | Hold |
4,751
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $123K | Sell |
4,751
-435
| -8% | -$11.3K | 0.03% | 170 |
|
|
2021
Q2 | $138K | Sell |
5,186
-1,740
| -25% | -$46.3K | 0.03% | 161 |
|
|
2021
Q1 | $164K | Buy |
6,926
+400
| +6% | +$9.47K | 0.04% | 142 |
|
|
2020
Q4 | $131K | Sell |
6,526
-123
| -2% | -$2.47K | 0.03% | 138 |
|
|
2020
Q3 | $131K | Buy |
6,649
+4,438
| +201% | +$87.4K | 0.04% | 137 |
|
|
2020
Q2 | $42K | Sell |
2,211
-461
| -17% | -$8.76K | 0.01% | 224 |
|
|
2020
Q1 | $37K | Sell |
2,672
-1,805
| -40% | -$25K | 0.01% | 195 |
|
|
2019
Q4 | $106K | Sell |
4,477
-359
| -7% | -$8.5K | 0.02% | 150 |
|
|
2019
Q3 | $116K | Buy |
4,836
+343
| +8% | +$8.23K | 0.03% | 143 |
|
|
2019
Q2 | $126K | Buy |
4,493
+4,105
| +1,058% | +$115K | 0.03% | 153 |
|
|
2019
Q1 | $11K | Hold |
388
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $9K | Hold |
388
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $11K | Sell |
388
-321
| -45% | -$9.1K | ﹤0.01% | 317 |
|
|
2018
Q2 | $19K | Hold |
709
| – | – | ﹤0.01% | 360 |
|
|
2018
Q1 | $18K | Buy |
+709
| New | +$18K | ﹤0.01% | 369 |
|