LGL Partners’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
Q1
Sell
2024
Q4
$254K Buy
2024
Q3
$209K Buy
2022
Q3
Sell
2022
Q2
$243K Sell
2022
Q1
$275K Hold
2021
Q4
$214K Hold
2021
Q3
$214K Hold
2021
Q2
$219K Buy
2021
Q1
Sell
2020
Q4
$245K Sell
2020
Q3
$243K Buy
2020
Q2
$233K Hold
2020
Q1
$173K Hold
2019
Q4
$290K Hold
2019
Q3
$294K Hold
2019
Q2
$343K Hold
2019
Q1
$351K Buy