Clifford Swan Investment Counsel’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
4,168
+4
+0.1% +$251 0.01% 280
2025
Q1
$249K Hold
4,164
0.01% 287
2024
Q4
$225K Buy
+4,164
New +$225K 0.01% 296