Northstar Advisory 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	$3.47M	Buy	55,217 +32,758	+146%	+$2.06M	1.69%	17
2025 Q1	$1.34M	Buy	22,459 +12,325	+122%	+$737K	0.88%	34
2024 Q4	$548K	Buy	10,134 +296	+3%	+$16K	0.28%	65
2024 Q3	$449K	Buy	+9,838	New	+$449K	0.23%	71