IRON Financial’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,274	Closed	-$935K	–	135
2024 Q4	$935K	Buy	17,274 +658	+4%	+$35.6K	0.53%	36
2024 Q3	$759K	Buy	16,616 +11,258	+210%	+$514K	0.41%	48
2024 Q2	$228K	Buy	+5,358	New	+$228K	0.13%	89