PRW Wealth Management’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-11,598	Closed	-$308K	–	293
2021 Q2	$308K	Buy	+11,598	New	+$308K	0.09%	213
2019 Q2	–	Sell	-432	Closed	-$12K	–	675
2019 Q1	$12K	Hold	432	–	–	0.01%	266
2018 Q4	$10K	Buy	+432	New	+$10K	0.01%	291