ORG Wealth Partners’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	$102K	Sell	1,744 -80	-4%	-$4.7K	0.02%	238
2025 Q1	$110K	Buy	1,824 +1,354	+288%	+$82K	0.03%	241
2024 Q4	$25.4K	Sell	470 -61	-11%	-$3.3K	0.01%	319
2024 Q3	$24.2K	Buy	+531	New	+$24.2K	0.01%	321