Lido Advisors’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
Q2 | $2.44M | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $713K | Sell |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $866K | Sell |
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|
2022
Q3 | $754K | Buy |
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|
2022
Q2 | $780K | Sell |
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|
2022
Q1 | $855K | Sell |
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|
2021
Q4 | $670K | Sell |
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|
2021
Q3 | $3.27M | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $366K | Sell |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $793K | Buy |
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|
2018
Q4 | $493K | Buy |
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|
2018
Q3 | $512K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $248K | Buy |
|