GLOBALT Investments’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Hold
4,073
0.01% 198
2025
Q1
$243K Sell
4,073
-919
-18% -$54.9K 0.01% 197
2024
Q4
$270K Buy
+4,992
New +$270K 0.01% 195