Principia Wealth Advisory’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02K Buy
48
+11
+30% +$691 ﹤0.01% 305
2025
Q1
$2.09K Buy
37
+4
+12% +$226 ﹤0.01% 276
2024
Q4
$1.79K Buy
+33
New +$1.79K ﹤0.01% 260