Legacy Financial Advisors’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$369K	Buy	5,068 +239	+5%	+$16.5K	0.05%	287
2025 Q4	$290K	Buy	4,829 +112	+2%	+$6.77K	0.04%	319
2025 Q3	$299K	Sell	4,717 -37	-0.8%	-$2.17K	0.04%	318
2025 Q2	$299K	Buy	4,754 +699	+17%	+$41.3K	0.05%	274
2025 Q1	$242K	Buy	4,055 +31	+0.8%	+$1.77K	0.04%	314
2024 Q4	$218K	Buy	+4,024	New	+$217K	0.04%	325
2019 Q2	–	Sell	-2,246	Closed	-$65K	–	907
2019 Q1	$65K	Buy	2,246 +478	+27%	+$12.8K	0.02%	235
2018 Q4	$39K	Buy	1,768 +1,653	+1,437%	+$41.3K	0.02%	286
2018 Q3	$3K	Hold	115	–	–	﹤0.01%	779
2018 Q2	$3K	Buy	115 +22	+24%	+$580	﹤0.01%	798
2018 Q1	$2K	Sell	93 -43	-32%	-$1.27K	﹤0.01%	771
2017 Q4	$4K	Buy	+136	New	+$3.96K	﹤0.01%	678