LA
Legacy Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42,011
| Closed | -$2.51M | – | 414 |
|
|
2025
Q1 | $2.51M | Buy |
42,011
+861
| +2% | +$51.5K | 0.26% | 74 |
|
|
2024
Q4 | $2.23M | Sell |
41,150
-2,596
| -6% | -$140K | 0.22% | 80 |
|
|
2024
Q3 | $2M | Buy |
43,746
+3,392
| +8% | +$155K | 0.22% | 84 |
|
|
2024
Q2 | $1.72M | Buy |
40,354
+311
| +0.8% | +$13.2K | 0.21% | 83 |
|
|
2024
Q1 | $1.56M | Sell |
40,043
-3,194
| -7% | -$124K | 0.2% | 93 |
|
|
2023
Q4 | $1.51M | Buy |
43,237
+1,836
| +4% | +$63.9K | 0.19% | 95 |
|
|
2023
Q3 | $1.39M | Buy |
41,401
+361
| +0.9% | +$12.2K | 0.22% | 92 |
|
|
2023
Q2 | $1.34M | Buy |
41,040
+10,601
| +35% | +$346K | 0.2% | 95 |
|
|
2023
Q1 | $909K | Buy |
30,439
+259
| +0.9% | +$7.73K | 0.17% | 104 |
|
|
2022
Q4 | $993K | Buy |
30,180
+305
| +1% | +$10K | 0.18% | 87 |
|
|
2022
Q3 | $855K | Sell |
29,875
-697
| -2% | -$19.9K | 0.19% | 82 |
|
|
2022
Q2 | $954K | Buy |
30,572
+11,520
| +60% | +$359K | 0.2% | 76 |
|
|
2022
Q1 | $637K | Buy |
+19,052
| New | +$637K | 0.12% | 104 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$28K | – | 337 |
|
|
2019
Q2 | $28K | Hold |
1,000
| – | – | 0.02% | 237 |
|
|
2019
Q1 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 253 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 399 |
|
|
2018
Q3 | $27K | Hold |
1,000
| – | – | 0.01% | 277 |
|
|
2018
Q2 | $27K | Hold |
1,000
| – | – | 0.02% | 234 |
|
|
2018
Q1 | $25K | Hold |
1,000
| – | – | 0.02% | 200 |
|
|
2017
Q4 | $30K | Hold |
1,000
| – | – | 0.03% | 157 |
|
|
2017
Q3 | $30K | Hold |
1,000
| – | – | 0.03% | 137 |
|
|
2017
Q2 | $30K | Hold |
1,000
| – | – | 0.04% | 119 |
|
|
2017
Q1 | $29K | Hold |
1,000
| – | – | 0.04% | 116 |
|
|
2016
Q4 | $31K | Buy |
+1,000
| New | +$31K | 0.04% | 126 |
|