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J.W. Coons Advisors’s Williams Companies WMB Stock Holding History

J.W. Coons Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Buy
18,585
+6,877
+59% +$432K 0.26% 86
2025
Q1 		$700K Buy
11,708
+6,753
+136% +$404K 0.18% 113
2024
Q4 		$268K Buy
+4,955
New +$268K 0.07% 204