Carnegie Lake Advisors’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	$2.28M	Hold	36,300	–	–	0.9%	28
2025 Q1	$2.17M	Sell	36,300 -1,732	-5%	-$103K	0.88%	30
2024 Q4	$2.06M	Sell	38,032 -200	-0.5%	-$10.8K	0.83%	30
2024 Q3	$1.75M	Buy	+38,232	New	+$1.75M	0.69%	38