MSWM
Mowery & Schoenfeld Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
2,023
| – | – | 0.19% | 62 |
|
|
2025
Q1 | $121K | Hold |
2,023
| – | – | 0.24% | 68 |
|
|
2024
Q4 | $109K | Buy |
2,023
+650
| +47% | +$35.2K | 0.21% | 65 |
|
|
2024
Q3 | $62.7K | Hold |
1,373
| – | – | 0.1% | 85 |
|
|
2024
Q2 | $58.4K | Buy |
+1,373
| New | +$58.4K | 0.08% | 89 |
|