Alteri Wealth’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$771K	Sell	12,274 -1,132	-8%	-$71.1K	0.3%	81
2025 Q1	$801K	Sell	13,406 -3,344	-20%	-$200K	0.35%	70
2024 Q4	$906K	Buy	+16,750	New	+$906K	0.25%	59