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Parcion Private Wealth’s Williams Companies WMB Stock Holding History

Parcion Private Wealth’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 		$2.03M Buy
32,313
+578
+2% +$36.3K 0.14% 93
2025
Q1 		$1.9M Sell
31,735
-352
-1% -$21K 0.15% 89
2024
Q4 		$1.74M Hold
32,087
– – 0.13% 94
2024
Q3 		$1.46M Buy
+32,087
New +$1.46M 0.12% 102