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CBIZ Investment Advisory Services’s Williams Companies WMB Stock Holding History

CBIZ Investment Advisory Services’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.1K Sell
192
-47
-20% -$2.95K ﹤0.01% 322
2025
Q1 		$14.3K Buy
+239
New +$14.3K ﹤0.01% 277