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Parr McKnight Wealth Management Group’s Williams Companies WMB Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.29M Sell
84,169
-1,808
-2% -$114K 0.73% 37
2025
Q1 		$5.14M Sell
85,977
-28,023
-25% -$1.67M 0.74% 34
2024
Q4 		$6.17M Buy
+114,000
New +$6.17M 0.88% 27