Beverly Hills Private Wealth’s Williams Companies WMB Stock Holding History

Beverly Hills Private Wealth’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Sell
2025 Q1	$301K	Sell
2024 Q4	$279K	Sell
2024 Q3	$265K	Sell
2024 Q2	$361K	Sell
2024 Q1	$365K	Sell
2023 Q4	$342K	Buy
2023 Q3	$327K	Buy
2023 Q2	$287K	Buy