MSWA
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Marshall & Sterling Wealth Advisors’s Williams Companies WMB Stock Holding History

Marshall & Sterling Wealth 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 		$8.73K Sell
139
-67
-33% -$4.21K 0.01% 359
2025
Q1 		$12.3K Buy
+206
New +$12.3K 0.01% 294