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Code Waechter’s Williams Companies WMB Stock Holding History

Code Waechter’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$617K Buy
9,823
+1,271
+15% +$79.8K 0.44% 51
2025
Q1 		$511K Buy
8,552
+2,048
+31% +$122K 0.42% 52
2024
Q4 		$352K Sell
6,504
-663
-9% -$35.9K 0.31% 69
2024
Q3 		$327K Buy
+7,167
New +$327K 0.31% 70