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Harvest Investment Services’s Williams Companies WMB Stock Holding History

Harvest Investment Services’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 		$658K Buy
10,476
+5,495
+110% +$345K 0.15% 156
2025
Q1 		$298K Buy
+4,981
New +$298K 0.08% 210