Evelyn Partners Investment Management’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	$2.4M	Buy	46,042 +9,171	+25%	+$478K	0.1%	74
2025 Q1	$2.12M	Buy	+36,871	New	+$2.12M	0.1%	78