Cornerstone Wealth Group’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	$10.8M	Buy	171,441 +2,116	+1%	+$133K	0.81%	27
2025 Q1	$10.1M	Sell	169,325 -16,595	-9%	-$992K	0.84%	32
2024 Q4	$10.1M	Buy	185,920 +83,429	+81%	+$4.52M	0.82%	29
2024 Q3	$4.68M	Buy	102,491 +27,118	+36%	+$1.24M	0.39%	69
2024 Q2	$3.2M	Buy	+75,373	New	+$3.2M	0.28%	86