Sierra Summit Advisors’s Williams Companies WMB Stock Holding History

Sierra Summit 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 Q2	$1.53M	Buy
2025 Q1	$1.42M	Buy
2024 Q4	$484K	Sell
2024 Q3	$433K	Hold
2024 Q2	$403K	Hold
2024 Q1	$370K	Sell
2023 Q4	$400K	Buy