Monetary Management Group’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	$1.7M	Sell	27,050 -2,450	-8%	-$154K	0.42%	53
2025 Q1	$1.76M	Sell	29,500 -11,450	-28%	-$684K	0.48%	46
2024 Q4	$2.22M	Sell	40,950 -9,300	-19%	-$503K	0.58%	36
2024 Q3	$2.29M	Hold	50,250	–	–	0.59%	37
2024 Q2	$2.14M	Buy	50,250 +800	+2%	+$34K	0.56%	38
2024 Q1	$1.93M	Sell	49,450 -7,300	-13%	-$284K	0.54%	40
2023 Q4	$1.98M	Hold	56,750	–	–	0.62%	37
2023 Q3	$1.91M	Hold	56,750	–	–	0.64%	38
2023 Q2	$1.85M	Buy	56,750 +500	+0.9%	+$16.3K	0.57%	44
2023 Q1	$1.68M	Buy	56,250 +600	+1%	+$17.9K	0.49%	51
2022 Q4	$1.83M	Sell	55,650 -1,000	-2%	-$32.9K	0.57%	45
2022 Q3	$1.62M	Sell	56,650 -1,000	-2%	-$28.6K	0.53%	47
2022 Q2	$1.8M	Sell	57,650 -300	-0.5%	-$9.36K	0.56%	46
2022 Q1	$1.94M	Buy	57,950 +7,500	+15%	+$251K	0.51%	47
2021 Q4	$1.31M	Sell	50,450 -6,500	-11%	-$169K	0.33%	71
2021 Q3	$1.48M	Buy	56,950 +5,300	+10%	+$137K	0.41%	64
2021 Q2	$1.37M	Buy	51,650 +600	+1%	+$15.9K	0.41%	56
2021 Q1	$1.21M	Buy	51,050 +26,150	+105%	+$619K	0.38%	64
2020 Q4	$499K	Buy	24,900 +14,900	+149%	+$299K	0.16%	107
2020 Q3	$196K	Hold	10,000	–	–	0.07%	157
2020 Q2	$190K	Buy	+10,000	New	+$190K	0.07%	148
2016 Q3	–	Sell	-15,000	Closed	-$324K	–	330
2016 Q2	$324K	Buy	+15,000	New	+$324K	0.15%	120
2014 Q4	–	Sell	-200	Closed	-$11K	–	375
2014 Q3	$11K	Hold	200	–	–	0.01%	343
2014 Q2	$12K	Buy	+200	New	+$12K	0.01%	345