EP Wealth Advisors’s Williams Companies WMB Stock Holding History

EP Wealth Advisors’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 Q2	$1.39M	Buy
2025 Q1	$1.16M	Buy
2024 Q4	$968K	Buy
2024 Q3	$808K	Buy
2024 Q2	$493K	Buy
2024 Q1	$403K	Buy
2023 Q4	$353K	Sell
2023 Q3	$365K	Buy
2023 Q2	$322K	Buy
2021 Q3	–	Sell
2021 Q2	$244K	Buy