Lido 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 | $2.44M | Sell |
38,792
-9,754
| -20% | -$613K | 0.01% | 494 |
|
|
2025
Q1 | $2.9M | Buy |
48,546
+9,028
| +23% | +$540K | 0.01% | 435 |
|
|
2024
Q4 | $2.14M | Buy |
39,518
+2,126
| +6% | +$115K | 0.01% | 469 |
|
|
2024
Q3 | $1.71M | Sell |
37,392
-5
| -0% | -$228 | 0.01% | 474 |
|
|
2024
Q2 | $1.59M | Buy |
37,397
+5,186
| +16% | +$220K | 0.01% | 467 |
|
|
2024
Q1 | $1.26M | Buy |
32,211
+4,146
| +15% | +$162K | 0.01% | 520 |
|
|
2023
Q4 | $978K | Buy |
28,065
+7,751
| +38% | +$270K | 0.01% | 570 |
|
|
2023
Q3 | $684K | Sell |
20,314
-1,526
| -7% | -$51.4K | 0.01% | 591 |
|
|
2023
Q2 | $713K | Sell |
21,840
-5,841
| -21% | -$191K | 0.01% | 568 |
|
|
2023
Q1 | $827K | Buy |
27,681
+1,358
| +5% | +$40.6K | 0.01% | 483 |
|
|
2022
Q4 | $866K | Sell |
26,323
-13
| -0% | -$428 | 0.01% | 397 |
|
|
2022
Q3 | $754K | Buy |
26,336
+1,318
| +5% | +$37.7K | 0.01% | 393 |
|
|
2022
Q2 | $780K | Sell |
25,018
-588
| -2% | -$18.3K | 0.01% | 363 |
|
|
2022
Q1 | $855K | Sell |
25,606
-144
| -0.6% | -$4.81K | 0.01% | 385 |
|
|
2021
Q4 | $670K | Sell |
25,750
-100,208
| -80% | -$2.61M | 0.01% | 460 |
|
|
2021
Q3 | $3.27M | Buy |
125,958
+113,130
| +882% | +$2.93M | 0.05% | 175 |
|
|
2021
Q2 | $341K | Buy |
12,828
+418
| +3% | +$11.1K | ﹤0.01% | 573 |
|
|
2021
Q1 | $294K | Sell |
12,410
-1,720
| -12% | -$40.7K | 0.01% | 584 |
|
|
2020
Q4 | $283K | Sell |
14,130
-806
| -5% | -$16.1K | 0.01% | 567 |
|
|
2020
Q3 | $294K | Sell |
14,936
-1,913
| -11% | -$37.7K | 0.01% | 434 |
|
|
2020
Q2 | $320K | Sell |
16,849
-1,672
| -9% | -$31.8K | 0.01% | 377 |
|
|
2020
Q1 | $262K | Sell |
18,521
-36,745
| -66% | -$520K | 0.01% | 397 |
|
|
2019
Q4 | $1.31M | Buy |
55,266
+40,048
| +263% | +$950K | 0.05% | 197 |
|
|
2019
Q3 | $366K | Sell |
15,218
-123
| -0.8% | -$2.96K | 0.02% | 360 |
|
|
2019
Q2 | $430K | Sell |
15,341
-12,283
| -44% | -$344K | 0.02% | 295 |
|
|
2019
Q1 | $793K | Buy |
27,624
+5,257
| +24% | +$151K | 0.05% | 200 |
|
|
2018
Q4 | $493K | Buy |
22,367
+3,501
| +19% | +$77.2K | 0.05% | 213 |
|
|
2018
Q3 | $512K | Buy |
+18,866
| New | +$512K | 0.05% | 219 |
|
|
2017
Q1 | – | Sell |
-7,961
| Closed | -$248K | – | 279 |
|
|
2016
Q4 | $248K | Buy |
+7,961
| New | +$248K | 0.06% | 165 |
|