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Blake Schutter Theil Wealth Advisors’s Williams Companies WMB Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,550
Closed -$391K – 118
2025
Q1 		$391K Hold
6,550
– – 0.44% 73
2024
Q4 		$354K Hold
6,550
– – 0.37% 78
2024
Q3 		$299K Buy
+6,550
New +$299K 0.21% 117