Mayflower Financial Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
6,266
+1,519
+32% +$95.4K 0.05% 269
2025
Q1
$284K Buy
4,747
+475
+11% +$28.4K 0.04% 314
2024
Q4
$231K Buy
+4,272
New +$231K 0.03% 345