NWM
WMB icon

Napa Wealth Management’s Williams Companies WMB Stock Holding History

Napa 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 		$390K Sell
6,206
-849
-12% -$53.3K 0.19% 114
2025
Q1 		$422K Sell
7,055
-135
-2% -$8.07K 0.24% 132
2024
Q4 		$389K Buy
7,190
+190
+3% +$10.3K 0.17% 138
2024
Q3 		$320K Buy
+7,000
New +$320K 0.15% 125