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Legacy Financial Strategies’s Williams Companies WMB Stock Holding History

Legacy Financial Strategies’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$475K Buy
7,558
+680
+10% +$42.7K 0.09% 80
2025
Q1 		$411K Sell
6,878
-13
-0.2% -$777 0.09% 74
2024
Q4 		$385K Buy
6,891
+98
+1% +$5.48K 0.08% 81
2024
Q3 		$310K Buy
+6,793
New +$310K 0.07% 87