Impact Partnership Wealth’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-16,158	Closed	-$630K	–	708
2024 Q1	$630K	Sell	16,158 -2,303	-12%	-$89.7K	0.25%	52
2023 Q4	$643K	Buy	18,461 +3,816	+26%	+$133K	0.24%	58
2023 Q3	$493K	Sell	14,645 -5,136	-26%	-$173K	0.15%	72
2023 Q2	$645K	Buy	+19,781	New	+$645K	0.22%	43