Beam Wealth Advisors’s Williams Companies WMB Stock Holding History

Beam Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$734K	Sell
2025 Q3	$816K	Sell
2025 Q2	$1.04M	Sell
2025 Q1	$999K	Sell
2024 Q4	$918K	Sell
2024 Q3	$836K	Sell
2024 Q2	$802K	Buy