Schechter Investment Advisors’s Williams Companies WMB Stock Holding History

Schechter Investment Advisors’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 Q1	$561K	Sell
2024 Q4	$547K	Buy
2024 Q3	$417K	Buy
2024 Q2	$357K	Sell
2024 Q1	$372K	Buy
2023 Q4	$309K	Buy
2023 Q1	–	Sell
2022 Q4	$221K	Buy