ProVise Management Group’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,416	Closed	-$277K	–	365
2022 Q4	$277K	Sell	8,416 -619	-7%	-$20.4K	0.03%	266
2022 Q3	$259K	Buy	9,035 +93	+1%	+$2.67K	0.03%	265
2022 Q2	$279K	Buy	+8,942	New	+$279K	0.03%	267