Cornerstone 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
2026 Q1	$370K	Buy	5,090 +985	+24%	+$68.2K	0.02%	520
2025 Q4	$247K	Buy	4,105 +339	+9%	+$20.5K	0.01%	597
2025 Q3	$239K	Buy	3,766 +399	+12%	+$23.4K	0.01%	595
2025 Q2	$211K	Sell	3,367 -10	-0.3%	-$590	0.01%	602
2025 Q1	$202K	Buy	+3,377	New	+$193K	0.01%	577
2023 Q2	–	Sell	-7,588	Closed	-$227K	–	525
2023 Q1	$227K	Buy	+7,588	New	+$234K	0.02%	421
2022 Q3	$209K	Buy	7,305 +532	+8%	+$17.3K	0.02%	414
2022 Q2	$211K	Sell	6,773 -183	-3%	-$6.32K	0.02%	418
2022 Q1	$232K	Sell	6,956 -2,616	-27%	-$79.9K	0.02%	421
2021 Q4	$248K	Buy	+9,572	New	+$265K	0.02%	443
2018 Q4	–	Sell	-33,276	Closed	-$1.11M	–	1152
2018 Q3	$1.11M	Buy	33,276 +10,207	+44%	+$296K	0.01%	678
2018 Q2	$864K	Buy	+23,069	New	+$608K	0.01%	825