Innova Wealth Partners’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
$277K Sell
4,416
-24
-0.5% -$1.51K 0.16% 79
2025
Q1
$265K Buy
4,440
+256
+6% +$15.3K 0.16% 78
2024
Q4
$226K Buy
+4,184
New +$226K 0.14% 82