Kestra Investment Management’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	$783K	Buy	12,819 +5,580	+77%	+$341K	0.01%	316
2025 Q1	$433K	Sell	7,239 -4,649	-39%	-$278K	0.01%	282
2024 Q4	$643K	Sell	11,888 -10,011	-46%	-$542K	0.03%	194
2024 Q3	$1,000K	Buy	+21,899	New	+$1,000K	0.04%	123