Prudent Man Advisors’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,057	Closed	-$820K	–	186
2025 Q2	$820K	Sell	13,057 -1,832	-12%	-$108K	0.26%	89
2025 Q1	$890K	Buy	14,889 +336	+2%	+$19.2K	0.32%	72
2024 Q4	$788K	Sell	14,553 -2,148	-13%	-$116K	0.29%	76
2024 Q3	$762K	Sell	16,701 -3,436	-17%	-$151K	0.25%	94
2024 Q2	$856K	Buy	20,137 +835	+4%	+$33.5K	0.3%	77
2024 Q1	$752K	Sell	19,302 -39	-0.2%	-$1.39K	0.28%	85
2023 Q4	$674K	Sell	19,341 -1,085	-5%	-$38.1K	0.25%	91
2023 Q3	$688K	Sell	20,426 -30	-0.1%	-$1.02K	0.27%	82
2023 Q2	$667K	Sell	20,456 -61	-0.3%	-$1.83K	0.25%	87
2023 Q1	$613K	Sell	20,517 -413	-2%	-$12.8K	0.24%	99
2022 Q4	$689K	Buy	20,930 +76	+0.4%	+$2.47K	0.28%	79
2022 Q3	$597K	Buy	20,854 +943	+5%	+$30.7K	0.28%	80
2022 Q2	$621K	Sell	19,911 -449	-2%	-$15.5K	0.29%	71
2022 Q1	$680K	Sell	20,360 -337	-2%	-$10.3K	0.28%	77
2021 Q4	$539K	Sell	20,697 -4,169	-17%	-$115K	0.21%	95
2021 Q3	$645K	Sell	24,866 -1	-0%	-$25	0.24%	81
2021 Q2	$660K	Buy	+24,867	New	+$637K	0.25%	82
2020 Q3	–	Sell	-19,894	Closed	-$378K	–	175
2020 Q2	$378K	Buy	+19,894	New	+$370K	0.34%	80