Balboa Wealth Partners’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	$352K	Buy	5,609 +107	+2%	+$6.72K	0.07%	217
2025 Q1	$329K	Sell	5,502 -4,706	-46%	-$281K	0.08%	180
2024 Q4	$552K	Buy	10,208 +4,076	+66%	+$221K	0.13%	133
2024 Q3	$280K	Buy	6,132 +43	+0.7%	+$1.96K	0.07%	196
2024 Q2	$259K	Buy	+6,089	New	+$259K	0.07%	215