Tower Wealth Partners’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
$345K Buy
5,490
+407
+8% +$25.6K 0.2% 55
2025
Q1
$304K Buy
5,083
+492
+11% +$29.4K 0.16% 57
2024
Q4
$248K Buy
4,591
+191
+4% +$10.3K 0.13% 61
2024
Q3
$201K Buy
+4,400
New +$201K 0.12% 75