Eads & Heald 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 Q3	–	Sell	-3,982	Closed	-$250K	–	142
2025 Q2	$250K	Sell	3,982 -1,020	-20%	-$60.2K	0.12%	129
2025 Q1	$299K	Sell	5,002 -487	-9%	-$27.9K	0.15%	123
2024 Q4	$297K	Sell	5,489 -280	-5%	-$15.1K	0.15%	125
2024 Q3	$263K	Sell	5,769 -8	-0.1%	-$352	0.12%	132
2024 Q2	$246K	Sell	5,777 -430	-7%	-$17.2K	0.12%	131
2024 Q1	$242K	Sell	6,207 -1,552	-20%	-$55.1K	0.11%	129
2023 Q4	$270K	Buy	7,759 +815	+12%	+$28.6K	0.13%	129
2023 Q3	$234K	Sell	6,944 -767	-10%	-$26.2K	0.12%	132
2023 Q2	$252K	Buy	7,711 +190	+3%	+$5.7K	0.12%	132
2023 Q1	$225K	Sell	7,521 -16	-0.2%	-$494	0.11%	138
2022 Q4	$248K	Buy	7,537 +112	+2%	+$3.65K	0.13%	135
2022 Q3	$213K	Hold	7,425	–	–	0.12%	135
2022 Q2	$232K	Buy	7,425 +475	+7%	+$16.4K	0.12%	143
2022 Q1	$232K	Buy	+6,950	New	+$212K	0.11%	140