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AGH Wealth Advisors’s Williams Companies WMB Stock Holding History

AGH Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$525K Sell
8,355
-668
-7% -$42K 0.43% 46
2025
Q1 		$539K Sell
9,023
-668
-7% -$39.9K 0.52% 41
2024
Q4 		$524K Buy
+9,691
New +$524K 0.49% 44