Wealth Preservation Advisors’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
$26.7K Buy
425
+72
+20% +$4.52K 0.02% 227
2025
Q1
$21.1K Buy
+353
New +$21.1K 0.02% 254