LRI Investments’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 | $125K | Buy |
1,993
+193
| +11% | +$12.1K | 0.01% | 383 |
|
|
2025
Q1 | $108K | Buy |
1,800
+377
| +26% | +$22.5K | 0.01% | 407 |
|
|
2024
Q4 | $77K | Sell |
1,423
-241
| -14% | -$13K | 0.01% | 459 |
|
|
2024
Q3 | $92.5K | Sell |
1,664
-367
| -18% | -$20.4K | 0.01% | 418 |
|
|
2024
Q2 | $86.3K | Buy |
2,031
+1,831
| +916% | +$77.8K | 0.01% | 406 |
|
|
2024
Q1 | $7.79K | Buy |
+200
| New | +$7.79K | ﹤0.01% | 548 |
|