Geller Advisors’s Williams Companies WMB Stock Holding History

Geller Advisors’s Portfolio WMB Stock Details WMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$202K	Buy
2023 Q4	–	Sell
2023 Q3	$291K	Buy