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Amplius Wealth Advisors’s Williams Companies WMB Stock Holding History

Amplius Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,894
Closed -$297K – 202
2022
Q1 		$297K Buy
8,894
+8,119
+1,048% +$271K 0.05% 131
2021
Q4 		$20K Buy
+775
New +$20K ﹤0.01% 471