Tradewinds LLC’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
Sell
-5,536
Closed -$331K 265
2025
Q1
$331K Hold
5,536
0.09% 147
2024
Q4
$306K Buy
+5,536
New +$306K 0.08% 157
2024
Q3
Sell
-5,536
Closed -$235K 214
2024
Q2
$235K Buy
+5,536
New +$235K 0.07% 179