Personal CFO Solutions’s Williams Companies WMB Stock Holding History

Personal CFO Solutions’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Buy
2025 Q1	$307K	Sell
2024 Q4	$308K	Sell
2024 Q3	$260K	Sell
2024 Q2	$246K	Buy
2024 Q1	$216K	Buy
2021 Q4	–	Sell
2021 Q3	$265K	Sell
2021 Q2	$277K	Buy
2021 Q1	$225K	Buy