Cohen Investment 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	$484K	Sell	7,708 -600	-7%	-$37.7K	0.25%	55
2025 Q1	$496K	Sell	8,308 -114	-1%	-$6.81K	0.29%	56
2024 Q4	$456K	Buy	8,422 +100	+1%	+$5.41K	0.27%	61
2024 Q3	$380K	Buy	+8,322	New	+$380K	0.23%	67