GWN Securities’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
Sell
-20,535
Closed -$1.2M 729
2025
Q1
$1.2M Buy
20,535
+15,690
+324% +$913K 0.07% 269
2024
Q4
$288K Buy
+4,845
New +$288K 0.08% 250