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Aspen Grove Capital’s Williams Companies WMB Stock Holding History

Aspen Grove 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 		– Sell
-3,623
Closed -$217K – 269
2025
Q1 		$217K Sell
3,623
-142
-4% -$8.49K 0.04% 214
2024
Q4 		$204K Buy
+3,765
New +$204K 0.04% 188