Platform Technology Partners’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.33M	Buy	45,820 +606	+1%	+$42K	0.64%	36
2025 Q4	$2.72M	Buy	45,214 +1,675	+4%	+$101K	0.58%	39
2025 Q3	$2.76M	Buy	43,539 +2,602	+6%	+$153K	0.66%	35
2025 Q2	$2.57M	Sell	40,937 -1,901	-4%	-$112K	0.67%	35
2025 Q1	$2.56M	Buy	42,838 +344	+0.8%	+$19.7K	0.75%	35
2024 Q4	$2.3M	Buy	42,494 +246	+0.6%	+$13.3K	0.7%	37
2024 Q3	$1.93M	Sell	42,248 -2,014	-5%	-$88.5K	0.61%	45
2024 Q2	$1.88M	Buy	+44,262	New	+$1.78M	0.65%	42
2023 Q4	$1.5M	Buy	43,462 +4,944	+13%	+$174K	0.58%	51
2023 Q3	$1.3M	Buy	38,518 +1,658	+4%	+$56.6K	0.61%	49
2023 Q2	$1.24M	Buy	36,860 +968	+3%	+$29.1K	0.58%	47
2023 Q1	$1.07M	Sell	35,892 -1,122	-3%	-$34.7K	0.53%	57
2022 Q4	$1.22M	Sell	37,014 -1,182	-3%	-$38.5K	0.63%	48
2022 Q3	$1.09M	Buy	38,196 +126	+0.3%	+$4.11K	0.62%	49
2022 Q2	$1.19M	Buy	38,070 +120	+0.3%	+$4.14K	0.65%	44
2022 Q1	$1.27M	Sell	37,950 -13,679	-26%	-$418K	0.61%	44
2021 Q4	$1.34M	Sell	51,629 -2,569	-5%	-$71K	0.59%	43
2021 Q3	$1.41M	Sell	54,198 -4,652	-8%	-$117K	0.64%	36
2021 Q2	$1.56M	Buy	+58,850	New	+$1.51M	0.64%	38
2020 Q4	$1.09M	Buy	54,582 +17,914	+49%	+$363K	0.53%	47
2020 Q3	$721K	Sell	36,668 -281	-0.8%	-$5.72K	0.44%	63
2020 Q2	$703K	Sell	36,949 -1,848	-5%	-$34.4K	0.49%	51
2020 Q1	$549K	Sell	38,797 -17,587	-31%	-$341K	0.5%	51
2019 Q4	$1.34M	Buy	+56,384	New	+$1.29M	1.01%	23