Gladstone Institutional Advisory’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	$308K	Sell	4,911 -479	-9%	-$30.1K	0.01%	602
2025 Q1	$322K	Buy	5,390 +1,394	+35%	+$83.3K	0.02%	574
2024 Q4	$216K	Buy	+3,996	New	+$216K	0.01%	656