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Curated Wealth Partners’s Williams Companies WMB Stock Holding History

Curated Wealth Partners’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 		$419K Hold
6,678
– – 0.05% 107
2025
Q1 		$399K Buy
6,678
+1,066
+19% +$63.7K 0.05% 104
2024
Q4 		$304K Buy
+5,612
New +$304K 0.03% 117