Aries Wealth Management’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
$280K Hold
4,462
0.07% 187
2025
Q1
$267K Hold
4,462
0.07% 193
2024
Q4
$241K Hold
4,462
0.07% 198
2024
Q3
$204K Buy
+4,462
New +$204K 0.06% 220