NEOS Investment Management’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.5M Buy
2025
Q2
$7.15M Buy
2025
Q1
$5.4M Buy
2024
Q4
$3.95M Buy
2024
Q3
$2.53M Buy
2024
Q2
$1.87M Buy
2024
Q1
$1.18M Buy
2023
Q4
$603K Buy
2023
Q3
$427K Buy