Defined Wealth Management’s Williams Companies WMB Stock Holding History

Defined Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity

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