Brown, Lisle/Cummings’s Williams Companies WMB Stock Holding History

Brown, Lisle/Cummings’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 Q3	$24.7K	Hold
2025 Q2	$24.5K	Hold
2025 Q1	$23.3K	Buy
2024 Q4	$19.8K	Hold
2024 Q3	$16.7K	Hold
2024 Q2	$15.5K	Hold
2024 Q1	$14.2K	Hold
2023 Q4	$12.7K	Hold
2023 Q3	$12.3K	Hold
2023 Q2	$11.9K	Buy