Moody Lynn & Lieberson’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 | $691K | Buy |
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|
2025
Q1 | $656K | Hold |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $498K | Hold |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $290K | Buy |
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