CWM
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Copia Wealth Management’s Williams Companies WMB Stock Holding History

Copia Wealth Management’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 		$28.6K Buy
456
+105
+30% +$6.6K 0.02% 208
2025
Q1 		$21K Hold
351
– – 0.02% 221
2024
Q4 		$19K Buy
+351
New +$19K 0.02% 217