Keystone Financial Services (Colorado)’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	$250K	Sell	3,979 -107	-3%	-$6.72K	0.09%	95
2025 Q1	$244K	Sell	4,086 -24	-0.6%	-$1.43K	0.09%	85
2024 Q4	$222K	Buy	+4,110	New	+$222K	0.09%	92