Great Diamond Partners’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	$2.06M	Buy	32,832 +16,730	+104%	+$1.05M	0.44%	68
2025 Q1	$962K	Buy	+16,102	New	+$962K	0.26%	87
2020 Q1	–	Sell	-1,508	Closed	-$35K	–	607
2019 Q4	$35K	Buy	+1,508	New	+$35K	0.01%	363