Quantum Financial Advisors’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	$247K	Buy	3,933 +190	+5%	+$11.9K	0.03%	153
2025 Q1	$224K	Sell	3,743 -3	-0.1%	-$179	0.03%	161
2024 Q4	$203K	Buy	+3,746	New	+$203K	0.03%	184