Phoenix Financial’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	$4.34M	Buy	69,079 +23,273	+51%	+$1.46M	0.06%	141
2025 Q1	$2.74M	Buy	+45,806	New	+$2.74M	0.04%	162