Cary Street 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	$21.9M	Buy	349,057 +731	+0.2%	+$45.9K	0.62%	34
2025 Q1	$20.8M	Buy	348,326 +716	+0.2%	+$42.8K	0.66%	33
2024 Q4	$18.8M	Buy	+347,610	New	+$18.8M	0.61%	40