Congress Wealth Management’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.4M	Buy	293,319 +7,410	+3%	+$437K	0.18%	139
2025 Q1	$17.1M	Buy	285,909 +272,914	+2,100%	+$15.6M	0.2%	126
2024 Q4	$703K	Buy	+12,995	New	+$700K	0.01%	574
2024 Q2	–	Sell	-54,870	Closed	-$2.14M	–	745
2024 Q1	$2.14M	Buy	54,870 +8,513	+18%	+$302K	0.04%	309
2023 Q4	$1.61M	Buy	46,357 +10,192	+28%	+$358K	0.03%	342
2023 Q3	$1.22M	Hold	36,165	–	–	0.03%	354
2023 Q2	$1.18M	Buy	36,165 +3,000	+9%	+$90K	0.03%	326
2023 Q1	$990K	Buy	33,165 +24,760	+295%	+$765K	0.02%	344
2022 Q4	$277K	Buy	8,405 +405	+5%	+$13.2K	0.01%	495
2022 Q3	$229K	Sell	8,000 -2,300	-22%	-$74.9K	0.01%	508
2022 Q2	$322K	Sell	10,300 -24	-0.2%	-$829	0.01%	463
2022 Q1	$345K	Buy	10,324 +85	+0.8%	+$2.6K	0.01%	488
2021 Q4	$266K	Buy	+10,239	New	+$283K	0.01%	558