1834 Investment Advisors’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,499	Closed	-$243K	–	206
2022 Q3	$243K	Buy	8,499 +350	+4%	+$11.4K	0.04%	178
2022 Q2	$254K	Hold	8,149	–	–	0.04%	174
2022 Q1	$272K	Hold	8,149	–	–	0.03%	167
2021 Q4	$212K	Buy	8,149 +800	+11%	+$22.1K	0.02%	187
2021 Q3	$191K	Buy	7,349 +3,200	+77%	+$80.6K	0.02%	197
2021 Q2	$110K	Buy	4,149 +3,700	+824%	+$94.7K	0.01%	225
2021 Q1	$11K	Hold	449	–	–	﹤0.01%	382
2020 Q4	$9K	Hold	449	–	–	﹤0.01%	381
2020 Q3	$9K	Hold	449	–	–	﹤0.01%	350
2020 Q2	$9K	Sell	449 -9,100	-95%	-$169K	﹤0.01%	338
2020 Q1	$135K	Sell	9,549 -1,900	-17%	-$36.8K	0.03%	205
2019 Q4	$272K	Buy	11,449 +7,700	+205%	+$176K	0.04%	166
2019 Q3	$90K	Buy	3,749 +200	+6%	+$5.04K	0.01%	242
2019 Q2	$100K	Hold	3,549	–	–	0.02%	238
2019 Q1	$102K	Buy	3,549 +1,010	+40%	+$27.1K	0.02%	230
2018 Q4	$56K	Hold	2,539	–	–	0.01%	262
2018 Q3	$69K	Buy	+2,539	New	+$73.7K	0.01%	259