Mitchell McLeod Pugh & Williams’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	$853K	Buy	11,724 +58	+0.5%	+$4.02K	0.13%	143
2025 Q4	$781K	Buy	11,666 +67	+0.6%	+$4.05K	0.11%	150
2025 Q3	$668K	Buy	11,599 +63	+0.5%	+$3.7K	0.11%	154
2025 Q2	$725K	Buy	11,536 +62	+0.5%	+$3.66K	0.14%	145
2025 Q1	$686K	Buy	11,474 +66	+0.6%	+$3.78K	0.14%	146
2024 Q4	$617K	Sell	11,408 -146	-1%	-$7.87K	0.13%	149
2024 Q3	$527K	Hold	11,554	–	–	0.11%	168
2024 Q2	$491K	Sell	11,554 -445	-4%	-$17.9K	0.11%	161
2024 Q1	$468K	Buy	11,999 +445	+4%	+$15.8K	0.11%	168
2023 Q4	$402K	Hold	11,554	–	–	0.11%	172
2023 Q3	$389K	Buy	+11,554	New	+$394K	0.11%	170