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Geller Advisors’s Williams Companies WMB Stock Holding History

Geller Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$202K Buy
+3,729
New +$202K 0.01% 253
2023
Q4 		– Sell
-8,648
Closed -$291K – 270
2023
Q3 		$291K Buy
+8,648
New +$291K 0.03% 191