Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-177	Closed	-$10.6K	–	219
2025 Q1	$10.6K	Sell	177 -223	-56%	-$12.8K	0.01%	159
2024 Q4	$21.6K	Buy	400 +1	+0.3%	+$54	0.01%	142
2024 Q3	$18.2K	Sell	399 -3	-0.7%	-$132	0.01%	142
2024 Q2	$17.1K	Sell	402 -39	-9%	-$1.56K	0.01%	142
2024 Q1	$17.2K	Buy	441 +2	+0.5%	+$71	0.01%	139
2023 Q4	$15.3K	Buy	439 +1	+0.2%	+$35	0.01%	145
2023 Q3	$14.7K	Sell	438 -160	-27%	-$5.46K	0.01%	144
2023 Q2	$19.5K	Buy	598 +4	+0.7%	+$120	0.02%	137
2023 Q1	$17.7K	Sell	594 -2	-0.3%	-$62	0.02%	141
2022 Q4	$19.6K	Buy	596 +4	+0.7%	+$130	0.02%	143
2022 Q3	$17K	Buy	592 +1	+0.2%	+$33	0.02%	141
2022 Q2	$18K	Buy	591 +1	+0.2%	+$35	0.02%	140
2022 Q1	$20K	Buy	590 +7	+1%	+$214	0.02%	152
2021 Q4	$15K	Buy	+583	New	+$16.1K	0.01%	162