Operose Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-693
Closed -$24.1K 674
2023
Q4
$24.1K Buy
+693
New +$24.1K 0.01% 329
2022
Q4
Sell
-845
Closed -$24K 386
2022
Q3
$24K Buy
+845
New +$24K 0.02% 204