Keudell/Morrison Wealth Management’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	$256K	Sell	4,076 -239	-6%	-$14.1K	0.06%	189
2025 Q1	$258K	Sell	4,315 -794	-16%	-$45.5K	0.06%	180
2024 Q4	$276K	Sell	5,109 -2,843	-36%	-$153K	0.07%	168
2024 Q3	$363K	Sell	7,952 -3,972	-33%	-$175K	0.1%	139
2024 Q2	$507K	Sell	11,924 -1,675	-12%	-$67.2K	0.15%	112
2024 Q1	$530K	Buy	13,599 +85	+0.6%	+$3.02K	0.16%	108
2023 Q4	$471K	Sell	13,514 -477	-3%	-$16.7K	0.16%	108
2023 Q3	$471K	Sell	13,991 -601	-4%	-$20.5K	0.14%	103
2023 Q2	$476K	Buy	14,592 +195	+1%	+$5.85K	0.14%	104
2023 Q1	$430K	Sell	14,397 -1,027	-7%	-$31.7K	0.13%	107
2022 Q4	$507K	Buy	15,424 +327	+2%	+$10.6K	0.16%	96
2022 Q3	$432K	Buy	15,097 +1,483	+11%	+$48.3K	0.16%	94
2022 Q2	$425K	Buy	13,614 +255	+2%	+$8.8K	0.15%	104
2022 Q1	$446K	Buy	13,359 +2,630	+25%	+$80.4K	0.19%	105
2021 Q4	$279K	Buy	10,729 +449	+4%	+$12.4K	0.11%	151
2021 Q3	$267K	Buy	10,280 +385	+4%	+$9.69K	0.11%	145
2021 Q2	$263K	Buy	+9,895	New	+$253K	0.14%	144