NWWA

New Wave Wealth Advisors’s Williams Companies WMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,412	Closed	-$185K	–	678
2024 Q4	$185K	Sell	3,412 -4,144	-55%	-$224K	0.08%	141
2024 Q3	$345K	Sell	7,556 -94	-1%	-$4.29K	0.16%	97
2024 Q2	$325K	Buy	+7,650	New	+$325K	0.17%	90