SOA Wealth Advisors’s Williams Companies WMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
65,408
+47,090
+257% +$174K 0.05% 181
2025
Q1
$53K Buy
18,318
+17,728
+3,005% +$51.3K 0.01% 333
2024
Q4
$31.9K Buy
+590
New +$31.9K 0.01% 389