Philip James Wealth Mangement’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	$221K	Sell	3,518 -448	-11%	-$28.1K	0.03%	161
2025 Q1	$237K	Sell	3,966 -347	-8%	-$20.7K	0.03%	152
2024 Q4	$233K	Sell	4,313 -323	-7%	-$17.5K	0.03%	156
2024 Q3	$212K	Buy	+4,636	New	+$212K	0.03%	154