Consolidated Planning Corp’s Williams Companies WMB Stock Holding History

Consolidated Planning Corp’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	$7.78M	Buy
2025 Q2	$7.18M	Buy
2025 Q1	$6.73M	Buy
2024 Q4	$5.7M	Buy
2024 Q3	$4.73M	Buy
2024 Q2	$4.05M	Buy
2021 Q4	–	Sell
2021 Q3	$0	Buy