Lloyd Advisory Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,797
| Closed | -$204K | – | 114 |
|
|
2024
Q2 | $204K | Buy |
+4,797
| New | +$204K | 0.1% | 92 |
|
|
2024
Q1 | – | Sell |
-6,183
| Closed | -$215K | – | 188 |
|
|
2023
Q4 | $215K | Sell |
6,183
-4,743
| -43% | -$165K | 0.1% | 120 |
|
|
2023
Q3 | $368K | Buy |
+10,926
| New | +$368K | 0.12% | 162 |
|
|
2022
Q3 | – | Sell |
-6,618
| Closed | -$207K | – | 78 |
|
|
2022
Q2 | $207K | Sell |
6,618
-5
| -0.1% | -$156 | 0.16% | 62 |
|
|
2022
Q1 | $221K | Buy |
6,623
+1,026
| +18% | +$34.2K | 0.1% | 84 |
|
|
2021
Q4 | $146K | Buy |
5,597
+1,029
| +23% | +$26.8K | 0.07% | 112 |
|
|
2021
Q3 | $118K | Sell |
4,568
-156
| -3% | -$4.03K | 0.06% | 117 |
|
|
2021
Q2 | $125K | Buy |
4,724
+4,018
| +569% | +$106K | 0.06% | 103 |
|
|
2021
Q1 | $17K | Hold |
706
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $14K | Hold |
706
| – | – | 0.01% | 186 |
|
|
2020
Q3 | $14K | Buy |
+706
| New | +$14K | 0.01% | 169 |
|