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Wetzel Investment Advisors’s Williams Companies WMB Stock Holding History

Wetzel Investment Advisors’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-258
Closed -$10.1K – 887
2024
Q2 		$10.1K Sell
258
-358
-58% -$14K 0.01% 458
2024
Q1 		$23.1K Hold
616
– – 0.01% 360
2023
Q4 		$21K Buy
+616
New +$21K 0.01% 373