BWP

Baldwin Wealth Partners’s Williams Companies WMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,032	Closed	-$92.8K	–	1037
2024 Q3	$92.8K	Buy	2,032 +32	+2%	+$1.46K	0.01%	422
2024 Q2	$85K	Hold	2,000	–	–	0.01%	281
2024 Q1	$77.9K	Hold	2,000	–	–	0.01%	303
2023 Q4	$69.7K	Hold	2,000	–	–	0.01%	330
2023 Q3	$67.4K	Hold	2,000	–	–	0.01%	352
2023 Q2	$65.3K	Hold	2,000	–	–	0.01%	376
2023 Q1	$59.7K	Hold	2,000	–	–	0.01%	405
2022 Q4	$65.8K	Hold	2,000	–	–	0.01%	375
2022 Q3	$57K	Hold	2,000	–	–	0.01%	318
2022 Q2	$62K	Hold	2,000	–	–	0.01%	325
2022 Q1	$67K	Hold	2,000	–	–	0.01%	330
2021 Q4	$52K	Hold	2,000	–	–	0.01%	340
2021 Q3	$52K	Hold	2,000	–	–	0.01%	344
2021 Q2	$53K	Hold	2,000	–	–	0.01%	352
2021 Q1	$47K	Hold	2,000	–	–	0.01%	352
2020 Q4	$40K	Hold	2,000	–	–	0.01%	343
2020 Q3	$39K	Hold	2,000	–	–	0.01%	325
2020 Q2	$38K	Hold	2,000	–	–	0.01%	326
2020 Q1	$28K	Hold	2,000	–	–	﹤0.01%	344
2019 Q4	$47K	Hold	2,000	–	–	0.01%	326
2019 Q3	$48K	Sell	2,000 -44,692	-96%	-$1.07M	0.01%	314
2019 Q2	$1.31M	Hold	46,692	–	–	0.19%	73
2019 Q1	$1.34M	Sell	46,692 -896	-2%	-$25.7K	0.2%	74
2018 Q4	$1.05M	Hold	47,588	–	–	0.18%	79
2018 Q3	$1.29M	Buy	47,588 +38,330	+414%	+$1.04M	0.18%	78
2018 Q2	$251K	Buy	9,258 +7,258	+363%	+$197K	0.04%	176
2018 Q1	$50K	Hold	2,000	–	–	0.01%	293
2017 Q4	$61K	Hold	2,000	–	–	0.01%	283
2017 Q3	$60K	Hold	2,000	–	–	0.01%	275
2017 Q2	$61K	Hold	2,000	–	–	0.01%	281
2017 Q1	$59K	Hold	2,000	–	–	0.01%	279
2016 Q4	$62K	Hold	2,000	–	–	0.01%	273
2016 Q3	$61K	Hold	2,000	–	–	0.01%	284
2016 Q2	$43K	Hold	2,000	–	–	0.01%	281
2016 Q1	$32K	Buy	+2,000	New	+$32K	0.01%	326