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Fi3 Financial Advisors’s Williams Companies WMB Stock Holding History

Fi3 Financial Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$459K Buy
7,304
+744
+11% +$46.7K 0.17% 58
2025
Q1 		$392K Buy
6,560
+435
+7% +$26K 0.16% 62
2024
Q4 		$331K Sell
6,125
-327
-5% -$17.7K 0.12% 71
2024
Q3 		$295K Buy
+6,452
New +$295K 0.12% 68