Oliver Lagore Vanvalin Investment Group’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 | $14.1K | Buy |
+235
| New | +$14.1K | 0.01% | 385 |
|
|
2024
Q4 | $13.1K | Buy |
241
+10
| +4% | +$542 | ﹤0.01% | 411 |
|
|
2024
Q3 | $10.6K | Sell |
231
-48
| -17% | -$2.19K | ﹤0.01% | 421 |
|
|
2024
Q2 | $11.9K | Buy |
279
+53
| +23% | +$2.25K | ﹤0.01% | 400 |
|
|
2024
Q1 | $8.82K | Buy |
226
+2
| +0.9% | +$78 | ﹤0.01% | 424 |
|
|
2023
Q4 | $7.79K | Buy |
224
+3
| +1% | +$104 | ﹤0.01% | 449 |
|
|
2023
Q3 | $7.44K | Buy |
221
+3
| +1% | +$101 | ﹤0.01% | 482 |
|
|
2023
Q2 | $7.11K | Buy |
218
+3
| +1% | +$98 | ﹤0.01% | 522 |
|
|
2023
Q1 | $6.41K | Buy |
215
+4
| +2% | +$119 | ﹤0.01% | 449 |
|
|
2022
Q4 | $6.96K | Buy |
211
+2
| +1% | +$66 | ﹤0.01% | 417 |
|
|
2022
Q3 | $6K | Buy |
209
+3
| +1% | +$86 | ﹤0.01% | 412 |
|
|
2022
Q2 | $6K | Buy |
206
+3
| +1% | +$87 | ﹤0.01% | 402 |
|
|
2022
Q1 | $7K | Buy |
+203
| New | +$7K | ﹤0.01% | 383 |
|