Quotient Wealth Partners’s Williams Companies WMB Stock Holding History

Quotient Wealth Partners’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 Q3	$546K	Sell
2025 Q2	$582K	Sell
2025 Q1	$609K	Sell
2024 Q4	$712K	Sell
2024 Q3	$938K	Sell
2024 Q2	$947K	Buy
2024 Q1	$418K	Buy