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Apella Capital’s Williams Companies WMB Stock Holding History

Apella Capital’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 		$258K Buy
4,405
+123
+3% +$7.19K 0.01% 375
2025
Q1 		$242K Buy
4,282
+237
+6% +$13.4K 0.01% 346
2024
Q4 		$219K Buy
+4,045
New +$219K 0.01% 325