WR Wealth Planners’s Williams Companies WMB Stock Holding History

WR Wealth Planners’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
2024 Q4	$29.6K	Buy
2024 Q3	$24.7K	Hold
2024 Q2	$23K	Sell
2024 Q1	$27.4K	Buy
2023 Q4	–	Sell
2023 Q3	$13.1K	Hold
2023 Q2	$12.7K	Hold
2023 Q1	$11.6K	Buy