Gentry Private Wealth’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	$589K	Buy	9,379 +77	+0.8%	+$4.84K	0.45%	34
2025 Q1	$556K	Buy	+9,302	New	+$556K	0.46%	40
2024 Q4	–	Sell	-9,784	Closed	-$447K	–	85
2024 Q3	$447K	Sell	9,784 -88	-0.9%	-$4.02K	0.37%	46
2024 Q2	$420K	Buy	+9,872	New	+$420K	0.37%	43