LVW Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $369K | Sell |
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|
2019
Q1 | $694K | Sell |
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|
2018
Q4 | $643K | Buy |
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|
2018
Q3 | $723K | Buy |
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|
2018
Q2 | $396K | Buy |
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|
2018
Q1 | $259K | Buy |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $694K | Sell |
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|
2017
Q2 | $828K | Sell |
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|
2017
Q1 | $857K | Sell |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $407K | Sell |
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|
2016
Q1 | $316K | Buy |
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|
2015
Q4 | $392K | Buy |
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|
2015
Q3 | $403K | Buy |
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|
2015
Q2 | $331K | Buy |
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