Affinity Investment Advisors’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
$319K Sell
5,082
-1,684
-25% -$106K 0.24% 101
2025
Q1
$404K Buy
6,766
+1,072
+19% +$64.1K 0.33% 92
2024
Q4
$308K Buy
+5,694
New +$308K 0.26% 104