Silver Oak Securities’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
$232K Buy
3,694
+1,478
+67% +$92.8K 0.02% 615
2025
Q1
$131K Buy
+2,216
New +$131K 0.01% 614
2024
Q2
Sell
-862
Closed -$33.6K 532
2024
Q1
$33.6K Buy
+862
New +$33.6K 0.01% 450