LGT Financial Advisors’s Williams Companies WMB Stock Holding History

LGT Financial Advisors’s Portfolio WMB Stock Details WMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.66K	Buy
2025 Q2	$7.54K	Hold
2025 Q1	$7.17K	Hold
2024 Q4	$6.49K	Hold
2024 Q3	$5.48K	Sell
2024 Q2	$21.7K	Buy
2024 Q1	$4.68K	Hold
2023 Q4	$4.18K	Hold
2023 Q3	$4.04K	Buy