Evelyn Partners Investment Management Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968K Buy
14,323
+14,187
+10,432% +$959K 0.13% 67
2025
Q1
$75K Buy
+136
New +$75K 0.01% 117