Marks Group Wealth Management’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-58,711	Closed	-$1.92M	–	285
2023 Q2	$1.92M	Sell	58,711 -2,844	-5%	-$92.8K	0.23%	126
2023 Q1	$1.84M	Buy	61,555 +8,859	+17%	+$265K	0.23%	126
2022 Q4	$1.73M	Buy	52,696 +5,177	+11%	+$170K	0.24%	121
2022 Q3	$1.36M	Buy	+47,519	New	+$1.36M	0.21%	128