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Pines Wealth Management’s Williams Companies WMB Stock Holding History

Pines Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
3,815
-88
-2% -$5.16K 0.08% 212
2025
Q1 		$212K Sell
3,903
-1,227
-24% -$66.7K 0.1% 186
2024
Q4 		$285K Buy
+5,130
New +$285K 0.12% 165