MWM
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Modern Wealth Management’s Williams Companies WMB Stock Holding History

Modern Wealth Management’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 		$382K Buy
6,083
+2,732
+82% +$172K 0.01% 538
2025
Q1 		$200K Buy
+3,351
New +$200K 0.01% 646