LVIP JPMorgan Mid Cap Value Fund WMB Holdings History
LVIP JPMorgan Mid Cap Value Fund's Williams Companies Inc Holding Summary
As of 2025-03-31, LVIP JPMorgan Mid Cap Value Fund held 77,126.00 shares of Williams Companies Inc(WMB), totaling $4.61 Mil. This investment constitutes 1.71% of their stock portfolio, and LVIP JPMorgan Mid Cap Value Fund now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2023Q2. And since then LVIP JPMorgan Mid Cap Value Fund has made 2 purchases of WMB, at an average price of $30.42, for a total of 193,062.00 shares. In addition, there have been 3 sales at an average price of $42.39 for 115,936.00 shares. Based on historical transaction data and WMB's current price of $59.35, LVIP JPMorgan Mid Cap Value Fund's estimated gain on his WMB holdings is $3.62 Mil, reflecting a 61.61% gain to date.
LVIP JPMorgan Mid Cap Value Fund WMB ($59.35) Holding Chart
LVIP JPMorgan Mid Cap Value Fund WMB ($59.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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