Partners in Financial Planning’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	$254K	Hold	4,045	–	–	0.05%	96
2025 Q1	$242K	Hold	4,045	–	–	0.05%	93
2024 Q4	$219K	Sell	4,045 -413	-9%	-$22.4K	0.04%	101
2024 Q3	$204K	Buy	+4,458	New	+$204K	0.04%	107