Cypress Wealth Services’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,260	Closed	-$423K	–	307
2024 Q3	$423K	Buy	9,260 +166	+2%	+$7.3K	0.09%	169
2024 Q2	$386K	Buy	9,094 +512	+6%	+$20.5K	0.09%	170
2024 Q1	$334K	Sell	8,582 -1,139	-12%	-$40.5K	0.08%	184
2023 Q4	$339K	Buy	+9,721	New	+$341K	0.08%	179
2023 Q3	–	Sell	-9,945	Closed	-$328K	–	259
2023 Q2	$328K	Sell	9,945 -3,000	-23%	-$90K	0.09%	176
2023 Q1	$387K	Buy	12,945 +2,667	+26%	+$82.4K	0.11%	151
2022 Q4	$338K	Buy	10,278 +146	+1%	+$4.75K	0.11%	164
2022 Q3	$302K	Buy	10,132 +130	+1%	+$4.24K	0.1%	169
2022 Q2	$312K	Buy	10,002 +2,344	+31%	+$80.9K	0.1%	167
2022 Q1	$256K	Buy	+7,658	New	+$234K	0.07%	197