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BWM Planning’s Williams Companies WMB Stock Holding History

BWM Planning’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$261K Buy
4,156
+249
+6% +$15.6K 0.09% 68
2025
Q1 		$234K Buy
3,907
+36
+0.9% +$2.15K 0.1% 72
2024
Q4 		$210K Buy
+3,871
New +$210K 0.09% 74