Badgley Phelps Wealth Managers’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
$479K Buy
7,620
+691
+10% +$43.4K 0.01% 217
2025
Q1
$414K Sell
6,929
-988
-12% -$59K 0.01% 226
2024
Q4
$428K Hold
7,917
0.01% 224
2024
Q3
$361K Buy
+7,917
New +$361K 0.01% 232