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IVC Wealth Advisors’s Williams Companies WMB Stock Holding History

IVC Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,890
Closed -$315K – 170
2024
Q3 		$315K Buy
6,890
+1,174
+21% +$53.6K 0.17% 116
2024
Q2 		$243K Buy
5,716
+541
+10% +$23K 0.14% 143
2024
Q1 		$202K Buy
+5,175
New +$202K 0.12% 157