Herold Advisors’s Williams Companies WMB Stock Holding History

Herold Advisors’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$704K	Sell
2025 Q1	$690K	Buy
2022 Q2	–	Sell
2022 Q1	$83.5K	Buy
2021 Q4	–	Sell
2021 Q3	$64K	Buy