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Savvy Advisors Inc’s Williams Companies WMB Stock Holding History

Savvy Advisors Inc’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$771K Buy
12,272
+7,200
+142% +$452K 0.05% 262
2025
Q1 		$303K Buy
5,072
+1,142
+29% +$68.2K 0.03% 392
2024
Q4 		$213K Buy
+3,930
New +$213K 0.03% 422