LAM
Lummis Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Sell |
15,121
-44
| -0.3% | -$2.76K | 0.62% | 37 |
|
|
2025
Q1 | $906K | Buy |
15,165
+1,032
| +7% | +$61.6K | 0.63% | 36 |
|
|
2024
Q4 | $765K | Sell |
14,133
-495
| -3% | -$26.8K | 0.97% | 29 |
|
|
2024
Q3 | $668K | Buy |
14,628
+485
| +3% | +$22.1K | 0.78% | 31 |
|
|
2024
Q2 | $601K | Hold |
14,143
| – | – | 0.79% | 33 |
|
|
2024
Q1 | $551K | Buy |
14,143
+7,887
| +126% | +$307K | 0.74% | 32 |
|
|
2023
Q4 | $218K | Buy |
+6,256
| New | +$218K | 0.17% | 55 |
|