Annex Advisory Services’s Williams Companies WMB Stock Holding History

Annex Advisory Services’s Portfolio WMB Stock Details WMB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14.7M	Buy
2025 Q2	$12.2M	Buy
2025 Q1	$10.6M	Buy
2024 Q4	$9.18M	Buy
2024 Q3	$7.55M	Buy
2024 Q2	$6.33M	Buy
2024 Q1	$3.82M	Buy
2023 Q4	$3.28M	Buy
2023 Q3	$2.83M	Buy
2023 Q2	$2.43M	Buy