OneAscent Family Office’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	$342K	Sell	5,447 -2,191	-29%	-$138K	0.32%	78
2025 Q1	$456K	Buy	7,638 +3,403	+80%	+$203K	0.42%	71
2024 Q4	$229K	Buy	+4,235	New	+$229K	0.42%	66