Core Wealth Partners’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
$252K Buy
+4,004
New +$252K 0.13% 145
2023
Q1
Sell
-18,425
Closed -$227K 141
2022
Q4
$227K Buy
+18,425
New +$227K 0.26% 87