Whalerock Point Partners’s Williams Companies WMB Stock Holding History

Whalerock Point Partners’s Portfolio WMB Stock Details WMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$234K	Hold
2025 Q2	$232K	Hold
2025 Q1	$221K	Hold
2024 Q4	$200K	Buy
2018 Q2	–	Sell
2018 Q1	$249K	Hold
2017 Q4	$305K	Buy