Everpar Advisors’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
$909K Sell
2025
Q2
$910K Sell
2025
Q1
$870K Sell
2024
Q4
$810K Sell
2024
Q3
$827K Sell
2024
Q2
$935K Buy
2024
Q1
$772K Sell
2023
Q4
$1.12M Buy