Legacy Advisors’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $2.51M | Buy |
|
|||||
|
2024
Q4 | $2.23M | Sell |
|
|||||
|
2024
Q3 | $2M | Buy |
|
|||||
|
2024
Q2 | $1.72M | Buy |
|
|||||
|
2024
Q1 | $1.56M | Sell |
|
|||||
|
2023
Q4 | $1.51M | Buy |
|
|||||
|
2023
Q3 | $1.39M | Buy |
|
|||||
|
2023
Q2 | $1.34M | Buy |
|
|||||
|
2023
Q1 | $909K | Buy |
|
|||||
|
2022
Q4 | $993K | Buy |
|
|||||
|
2022
Q3 | $855K | Sell |
|
|||||
|
2022
Q2 | $954K | Buy |
|
|||||
|
2022
Q1 | $637K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $28K | Hold |
|
|||||
|
2019
Q1 | $29K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $27K | Hold |
|
|||||
|
2018
Q2 | $27K | Hold |
|
|||||
|
2018
Q1 | $25K | Hold |
|
|||||
|
2017
Q4 | $30K | Hold |
|
|||||
|
2017
Q3 | $30K | Hold |
|
|||||
|
2017
Q2 | $30K | Hold |
|
|||||
|
2017
Q1 | $29K | Hold |
|
|||||
|
2016
Q4 | $31K | Buy |
|