Sovran Advisors’s Williams Companies WMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
6,674
-618
-8% -$35.7K 0.04% 359
2025
Q1
$427K Buy
7,292
+1,111
+18% +$65.1K 0.06% 313
2024
Q4
$359K Buy
+6,181
New +$359K 0.05% 313