JWM

Jackson Wealth Management’s Williams Companies WMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-78,924	Closed	-$4.72M	–	172
2025 Q1	$4.72M	Sell	78,924 -608	-0.8%	-$36.3K	0.57%	47
2024 Q4	$4.3M	Buy	79,532 +3,137	+4%	+$170K	0.49%	52
2024 Q3	$3.49M	Buy	+76,395	New	+$3.49M	0.42%	58