Lincoln National Corp’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,077
| Closed | -$549K | – | 1128 |
|
|
2024
Q1 | $549K | Buy |
14,077
+4,588
| +48% | +$163K | 0.01% | 714 |
|
|
2023
Q4 | $330K | Buy |
9,489
+161
| +2% | +$5.65K | 0.01% | 838 |
|
|
2023
Q3 | $314K | Sell |
9,328
-119
| -1% | -$4.06K | 0.01% | 759 |
|
|
2023
Q2 | $308K | Buy |
9,447
+899
| +11% | +$27K | 0.01% | 775 |
|
|
2023
Q1 | $255K | Sell |
8,548
-171
| -2% | -$5.28K | 0.01% | 833 |
|
|
2022
Q4 | $287K | Sell |
8,719
-5,310
| -38% | -$173K | 0.01% | 732 |
|
|
2022
Q3 | $401K | Buy |
14,029
+1,116
| +9% | +$36.4K | 0.01% | 556 |
|
|
2022
Q2 | $403K | Sell |
12,913
-828
| -6% | -$28.6K | 0.01% | 536 |
|
|
2022
Q1 | $459K | Buy |
13,741
+2,039
| +17% | +$62.3K | 0.01% | 560 |
|
|
2021
Q4 | $305K | Buy |
11,702
+957
| +9% | +$26.4K | 0.01% | 702 |
|
|
2021
Q3 | $279K | Buy |
10,745
+1,341
| +14% | +$33.8K | 0.01% | 712 |
|
|
2021
Q2 | $250K | Sell |
9,404
-83
| -0.9% | -$2.13K | 0.01% | 741 |
|
|
2021
Q1 | $225K | Sell |
9,487
-2,973
| -24% | -$67.5K | 0.01% | 720 |
|
|
2020
Q4 | $249K | Sell |
12,460
-222
| -2% | -$4.5K | 0.01% | 635 |
|
|
2020
Q3 | $249K | Sell |
12,682
-2,050
| -14% | -$41.7K | 0.01% | 552 |
|
|
2020
Q2 | $280K | Buy |
14,732
+531
| +4% | +$9.88K | 0.01% | 511 |
|
|
2020
Q1 | $201K | Buy |
14,201
+1,601
| +13% | +$31K | 0.01% | 536 |
|
|
2019
Q4 | $299K | Sell |
12,600
-422
| -3% | -$9.67K | 0.01% | 499 |
|
|
2019
Q3 | $313K | Buy |
13,022
+4,900
| +60% | +$124K | 0.01% | 443 |
|
|
2019
Q2 | $227K | Buy |
8,122
+903
| +13% | +$25.1K | 0.01% | 495 |
|
|
2019
Q1 | $208K | Buy |
+7,219
| New | +$194K | 0.01% | 475 |
|
|
2018
Q4 | – | Sell |
-7,350
| Closed | -$200K | – | 527 |
|
|
2018
Q3 | $200K | Buy |
+7,350
| New | +$213K | 0.01% | 455 |
|
|
2015
Q3 | – | Sell |
-22,847
| Closed | -$1.28M | – | 194 |
|
|
2015
Q2 | $1.28M | Buy |
+22,847
| New | +$1.18M | 0.09% | 67 |
|
Other funds holding WMB
