LFA
Legacy Financial Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
4,754
+699
| +17% | +$43.9K | 0.05% | 274 |
|
|
2025
Q1 | $242K | Buy |
4,055
+31
| +0.8% | +$1.85K | 0.04% | 314 |
|
|
2024
Q4 | $218K | Buy |
+4,024
| New | +$218K | 0.04% | 325 |
|
|
2019
Q2 | – | Sell |
-2,246
| Closed | -$65K | – | 906 |
|
|
2019
Q1 | $65K | Buy |
2,246
+478
| +27% | +$13.8K | 0.02% | 235 |
|
|
2018
Q4 | $39K | Buy |
1,768
+1,653
| +1,437% | +$36.5K | 0.02% | 286 |
|
|
2018
Q3 | $3K | Hold |
115
| – | – | ﹤0.01% | 778 |
|
|
2018
Q2 | $3K | Buy |
115
+22
| +24% | +$574 | ﹤0.01% | 797 |
|
|
2018
Q1 | $2K | Sell |
93
-43
| -32% | -$925 | ﹤0.01% | 770 |
|
|
2017
Q4 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 678 |
|