Philip James Wealth Mangement’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
Sell
2025
Q2
$221K Sell
2025
Q1
$237K Sell
2024
Q4
$233K Sell
2024
Q3
$212K Buy