EWM
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Empirical Wealth Management’s Williams Companies WMB Stock Holding History

Empirical Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
30,762
+3,491
+13% +$219K 0.04% 233
2025
Q1 		$1.63M Buy
27,271
+20,283
+290% +$1.21M 0.04% 236
2024
Q4 		$378K Buy
+6,988
New +$378K 0.01% 450