Moran 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	-113,429	Closed	-$3.7M	–	435
2023 Q2	$3.7M	Sell	113,429 -26,815	-19%	-$875K	0.14%	182
2023 Q1	$4.19M	Sell	140,244 -13,053	-9%	-$390K	0.16%	174
2022 Q4	$5.04M	Buy	+153,297	New	+$5.04M	0.19%	148