Institute for Wealth Management’s Williams Companies WMB Stock Holding History

Institute for Wealth Management’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 Q3	$389K	Sell
2025 Q2	$388K	Buy
2025 Q1	$364K	Sell
2024 Q4	$333K	Buy
2024 Q3	$278K	Hold
2024 Q2	$259K	Buy
2024 Q1	$233K	Buy
2023 Q1	–	Sell
2022 Q4	$203K	Buy
2022 Q2	–	Sell
2022 Q1	$206K	Buy