Defined Wealth Management’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Sell
2025
Q2
$562K Buy
2025
Q1
$530K Sell
2024
Q4
$480K Buy
2024
Q3
$403K Buy
2024
Q2
$369K Buy
2024
Q1
$336K Buy