Compass Planning Associates’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	$34.3K	Hold	546	–	–	0.03%	65
2025 Q1	$32.6K	Hold	546	–	–	0.03%	68
2024 Q4	$29.5K	Buy	+546	New	+$29.5K	0.03%	73