LP
LGL Partners’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,690
| Closed | -$254K | – | 127 |
|
|
2024
Q4 | $254K | Buy |
4,690
+105
| +2% | +$5.68K | 0.04% | 100 |
|
|
2024
Q3 | $209K | Buy |
+4,585
| New | +$209K | 0.03% | 113 |
|
|
2022
Q3 | – | Sell |
-7,800
| Closed | -$243K | – | 163 |
|
|
2022
Q2 | $243K | Sell |
7,800
-436
| -5% | -$13.6K | 0.04% | 84 |
|
|
2022
Q1 | $275K | Hold |
8,236
| – | – | 0.04% | 83 |
|
|
2021
Q4 | $214K | Hold |
8,236
| – | – | 0.03% | 97 |
|
|
2021
Q3 | $214K | Hold |
8,236
| – | – | 0.13% | 83 |
|
|
2021
Q2 | $219K | Buy |
+8,236
| New | +$219K | 0.13% | 81 |
|
|
2021
Q1 | – | Sell |
-12,236
| Closed | -$245K | – | 98 |
|
|
2020
Q4 | $245K | Sell |
12,236
-151
| -1% | -$3.02K | 0.14% | 78 |
|
|
2020
Q3 | $243K | Buy |
12,387
+151
| +1% | +$2.96K | 0.15% | 83 |
|
|
2020
Q2 | $233K | Hold |
12,236
| – | – | 0.14% | 79 |
|
|
2020
Q1 | $173K | Hold |
12,236
| – | – | 0.11% | 76 |
|
|
2019
Q4 | $290K | Hold |
12,236
| – | – | 0.1% | 81 |
|
|
2019
Q3 | $294K | Hold |
12,236
| – | – | 0.12% | 82 |
|
|
2019
Q2 | $343K | Hold |
12,236
| – | – | 0.14% | 75 |
|
|
2019
Q1 | $351K | Buy |
+12,236
| New | +$351K | 0.13% | 74 |
|