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World Investment Advisors’s Williams Companies WMB Stock Holding History

World 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
2025
Q2 		$947K Sell
15,082
-4,955
-25% -$311K 0.02% 533
2025
Q1 		$1.2M Sell
20,037
-2,563
-11% -$153K 0.03% 451
2024
Q4 		$1.22M Buy
22,600
+10,671
+89% +$578K 0.03% 421
2024
Q3 		$545K Buy
+11,929
New +$545K 0.02% 577