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Fourth Dimension Wealth’s Williams Companies WMB Stock Holding History

Fourth Dimension Wealth’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 		$148K Sell
2,350
-250
-10% -$15.7K 0.06% 151
2025
Q1 		$155K Hold
2,600
– – 0.08% 121
2024
Q4 		$141K Buy
+2,600
New +$141K 0.07% 125