HighMark Wealth Management’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
$13.6K Sell
216
-10
-4% -$628 0.01% 267
2025
Q1
$13.5K Buy
+226
New +$13.5K 0.01% 241
2020
Q1
Sell
-507
Closed -$12K 425
2019
Q4
$12K Buy
+507
New +$12K 0.01% 183