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Corient IA’s Williams Companies WMB Stock Holding History

Corient IA’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 		$251K Hold
4,000
– – 0.15% 253
2025
Q1 		$239K Buy
+4,000
New +$239K 0.17% 247