Whitaker-Myers Wealth Managers’s Williams Companies WMB Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	–	Sell
2025 Q2	$684K	Sell
2025 Q1	$653K	Sell
2024 Q4	$621K	Sell
2024 Q3	$694K	Buy
2024 Q2	$409K	Buy
2024 Q1	$371K	Buy
2023 Q4	$324K	Buy