CFM Wealth Partners’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.5M	Sell	226,405 -453	-0.2%	-$31.4K	2.47%	7
2025 Q4	$13.6M	Buy	226,858 +1,786	+0.8%	+$108K	1.97%	10
2025 Q3	$14.3M	Buy	225,072 +3,059	+1%	+$180K	2.07%	11
2025 Q2	$13.9M	Hold	222,013	–	–	2.22%	10
2025 Q1	$13.3M	Hold	222,013	–	–	2.34%	10
2024 Q4	$12M	Sell	222,013 -1,643	-0.7%	-$88.5K	2.03%	11
2024 Q3	$10.2M	Sell	223,656 -1,186	-0.5%	-$52.1K	1.78%	13
2024 Q2	$9.56M	Buy	224,842 +1,087	+0.5%	+$43.6K	1.76%	11
2024 Q1	$8.72M	Sell	223,755 -3,352	-1%	-$119K	1.75%	12
2023 Q4	$7.91M	Buy	227,107 +1,539	+0.7%	+$54K	1.79%	11
2023 Q3	$7.6M	Hold	225,568	–	–	1.99%	10
2023 Q2	$7.36M	Sell	225,568 -167,472	-43%	-$5.03M	1.79%	10
2023 Q1	$11.7M	Hold	393,040	–	–	3.16%	6
2022 Q4	$12.9M	Hold	393,040	–	–	3.87%	3
2022 Q3	$11.3M	Sell	393,040 -28,955	-7%	-$943K	3.59%	4
2022 Q2	$13.2M	Buy	421,995 +9,922	+2%	+$343K	3.95%	3
2022 Q1	$13.8M	Sell	412,073 -432	-0.1%	-$13.2K	3.3%	6
2021 Q4	$10.9M	Buy	412,505 +2,461	+0.6%	+$68K	2.44%	8
2021 Q3	$10.6M	Buy	410,044 +6,700	+2%	+$169K	2.67%	8
2021 Q2	$10.7M	Sell	403,344 -81,842	-17%	-$2.1M	2.84%	8
2021 Q1	$11.5M	Buy	485,186 +32,849	+7%	+$746K	3.47%	3
2020 Q4	$9.07M	Buy	452,337 +8,862	+2%	+$180K	2.89%	8
2020 Q3	$8.71M	Buy	443,475 +8,798	+2%	+$179K	3.18%	6
2020 Q2	$8.27M	Buy	434,677 +8,596	+2%	+$160K	3.14%	4
2020 Q1	$6.03M	Buy	426,081 +12,865	+3%	+$249K	2.8%	8
2019 Q4	$9.93M	Buy	+413,216	New	+$9.47M	3.66%	3