Valmark Advisers’s Williams Companies WMB Stock Holding History

Valmark Advisers’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Buy
2025 Q1	$370K	Sell
2024 Q4	$337K	Sell
2024 Q3	$288K	Buy
2024 Q2	$262K	Buy
2024 Q1	$234K	Buy