Modera 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
2025 Q2	$382K	Buy	6,078 +341	+6%	+$21.4K	﹤0.01%	491
2025 Q1	$343K	Buy	5,737 +894	+18%	+$53.4K	﹤0.01%	491
2024 Q4	$262K	Buy	+4,843	New	+$262K	﹤0.01%	535