Atria Wealth Solutions’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Sell	21,409 -13,821	-39%	-$816K	0.03%	535
2025 Q1	$2.11M	Sell	35,230 -23,999	-41%	-$1.37M	0.03%	616
2024 Q4	$3.21M	Buy	59,229 +8,559	+17%	+$461K	0.04%	486
2024 Q3	$2.31M	Sell	50,670 -525	-1%	-$23.1K	0.03%	581
2024 Q2	$2.18M	Sell	51,195 -5,227	-9%	-$210K	0.02%	598
2024 Q1	$2.2M	Buy	56,422 +1,694	+3%	+$60.2K	0.02%	602
2023 Q4	$1.91M	Buy	54,728 +4,361	+9%	+$153K	0.02%	618
2023 Q3	$1.7M	Sell	50,367 -522	-1%	-$17.8K	0.02%	617
2023 Q2	$1.66M	Buy	50,889 +2,502	+5%	+$75.1K	0.02%	635
2023 Q1	$1.44M	Buy	48,387 +6,934	+17%	+$214K	0.02%	664
2022 Q4	$1.36M	Buy	41,453 +98	+0.2%	+$3.19K	0.02%	639
2022 Q3	$1.18M	Buy	41,355 +26,828	+185%	+$874K	0.02%	659
2022 Q2	$453K	Sell	14,527 -17,210	-54%	-$594K	0.01%	1025
2022 Q1	$1.06M	Buy	+31,737	New	+$970K	0.02%	706