LA
LVW Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
+6,144
| New | +$386K | 0.04% | 226 |
|
|
2019
Q3 | – | Sell |
-13,175
| Closed | -$369K | – | 185 |
|
|
2019
Q2 | $369K | Sell |
13,175
-11,000
| -46% | -$308K | 0.1% | 109 |
|
|
2019
Q1 | $694K | Sell |
24,175
-4,975
| -17% | -$143K | 0.18% | 80 |
|
|
2018
Q4 | $643K | Buy |
29,150
+2,575
| +10% | +$56.8K | 0.22% | 65 |
|
|
2018
Q3 | $723K | Buy |
26,575
+11,966
| +82% | +$326K | 0.2% | 75 |
|
|
2018
Q2 | $396K | Buy |
14,609
+4,175
| +40% | +$113K | 0.13% | 99 |
|
|
2018
Q1 | $259K | Buy |
10,434
+975
| +10% | +$24.2K | 0.08% | 125 |
|
|
2017
Q4 | $288K | Sell |
9,459
-13,650
| -59% | -$416K | 0.08% | 118 |
|
|
2017
Q3 | $694K | Sell |
23,109
-4,250
| -16% | -$128K | 0.28% | 66 |
|
|
2017
Q2 | $828K | Sell |
27,359
-1,600
| -6% | -$48.4K | 0.29% | 46 |
|
|
2017
Q1 | $857K | Sell |
28,959
-12,300
| -30% | -$364K | 0.31% | 50 |
|
|
2016
Q4 | $1.29M | Buy |
41,259
+225
| +0.5% | +$7.01K | 0.45% | 42 |
|
|
2016
Q3 | $1.26M | Buy |
41,034
+22,200
| +118% | +$682K | 0.41% | 38 |
|
|
2016
Q2 | $407K | Sell |
18,834
-819
| -4% | -$17.7K | 0.15% | 74 |
|
|
2016
Q1 | $316K | Buy |
19,653
+4,405
| +29% | +$70.8K | 0.1% | 109 |
|
|
2015
Q4 | $392K | Buy |
15,248
+4,301
| +39% | +$111K | 0.15% | 89 |
|
|
2015
Q3 | $403K | Buy |
10,947
+5,175
| +90% | +$191K | 0.19% | 85 |
|
|
2015
Q2 | $331K | Buy |
+5,772
| New | +$331K | 0.14% | 100 |
|