Lloyd Advisory Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $257K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $118K | Sell |
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|
2021
Q2 | $125K | Buy |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $14K | Buy |
|