Legacy Financial Advisors’s Williams Companies WMB Stock Holding History

Legacy Financial Advisors’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$299K	Buy
2025 Q1	$242K	Buy
2024 Q4	$218K	Buy
2019 Q2	–	Sell
2019 Q1	$65K	Buy
2018 Q4	$39K	Buy
2018 Q3	$3K	Hold
2018 Q2	$3K	Buy
2018 Q1	$2K	Sell
2017 Q4	$4K	Buy