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Turtle Creek Wealth Advisors’s Williams Companies WMB Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.68M Buy
74,526
+2,228
+3% +$140K 0.55% 55
2025
Q1 		$4.32M Buy
+72,298
New +$4.32M 0.64% 52
2024
Q1 		– Sell
-745
Closed -$25.9K – 822
2023
Q4 		$25.9K Buy
+745
New +$25.9K 0.01% 376