LGT Financial Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54K | Hold |
120
| – | – | 0.02% | 239 |
|
|
2025
Q1 | $7.17K | Hold |
120
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $6.49K | Hold |
120
| – | – | 0.01% | 511 |
|
|
2024
Q3 | $5.48K | Sell |
120
-390
| -76% | -$17.8K | 0.01% | 514 |
|
|
2024
Q2 | $21.7K | Buy |
510
+390
| +325% | +$16.6K | 0.05% | 288 |
|
|
2024
Q1 | $4.68K | Hold |
120
| – | – | 0.01% | 631 |
|
|
2023
Q4 | $4.18K | Hold |
120
| – | – | 0.01% | 668 |
|
|
2023
Q3 | $4.04K | Buy |
+120
| New | +$4.04K | 0.01% | 669 |
|