Drive 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	$291K	Buy	3,993 +97	+2%	+$6.72K	0.06%	259
2025 Q4	$234K	Buy	3,896 +63	+2%	+$3.81K	0.05%	325
2025 Q3	$243K	Buy	3,833 +27	+0.7%	+$1.58K	0.05%	286
2025 Q2	$239K	Buy	3,806 +77	+2%	+$4.55K	0.05%	281
2025 Q1	$223K	Sell	3,729 -91	-2%	-$5.21K	0.05%	276
2024 Q4	$207K	Buy	+3,820	New	+$206K	0.05%	306
2024 Q1	–	Sell	-6,796	Closed	-$237K	–	342
2023 Q4	$237K	Sell	6,796 -4,986	-42%	-$175K	0.08%	245
2023 Q3	$397K	Sell	11,782 -5,244	-31%	-$179K	0.14%	135
2023 Q2	$555K	Sell	17,026 -2,921	-15%	-$87.7K	0.21%	106
2023 Q1	$596K	Sell	19,947 -2,093	-9%	-$64.7K	0.25%	97
2022 Q4	$725K	Buy	22,040 +13,015	+144%	+$424K	0.36%	65
2022 Q3	$258K	Sell	9,025 -2,982	-25%	-$97.2K	0.25%	118
2022 Q2	$375K	Buy	12,007 +173	+1%	+$5.97K	0.34%	87
2022 Q1	$395K	Buy	11,834 +2,222	+23%	+$67.9K	0.33%	83
2021 Q4	$250K	Buy	+9,612	New	+$266K	0.22%	119