Sagespring Wealth Partners’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
$1.83M Buy
29,181
+5,929
+25% +$372K 0.04% 183
2025
Q1
$1.39M Buy
23,252
+426
+2% +$25.5K 0.04% 196
2024
Q4
$1.24M Buy
+22,826
New +$1.24M 0.03% 192