Realta Investment 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 Q1	–	Sell	-4,604	Closed	-$261K	–	373
2024 Q4	$261K	Sell	4,604 -12,127	-72%	-$654K	0.11%	160
2024 Q3	$854K	Buy	16,731 +2,036	+14%	+$89.5K	0.39%	63
2024 Q2	$625K	Sell	14,695 -580	-4%	-$23.3K	0.12%	188
2024 Q1	$595K	Sell	15,275 -546	-3%	-$19.4K	0.12%	203
2023 Q4	$551K	Buy	15,821 +336	+2%	+$11.8K	0.12%	207
2023 Q3	$505K	Hold	15,485	–	–	0.12%	207
2023 Q2	$505K	Buy	15,485 +47	+0.3%	+$1.41K	0.11%	217
2023 Q1	$461K	Sell	15,438 -1,799	-10%	-$55.6K	0.11%	216
2022 Q4	$567K	Buy	17,237 +70	+0.4%	+$2.28K	0.14%	180
2022 Q3	$491K	Buy	17,167 +6,522	+61%	+$212K	0.13%	196
2022 Q2	$333K	Sell	10,645 -69	-0.6%	-$2.38K	0.08%	259
2022 Q1	$358K	Buy	10,714 +991	+10%	+$30.3K	0.07%	273
2021 Q4	$253K	Sell	9,723 -29	-0.3%	-$801	0.06%	353
2021 Q3	$253K	Buy	9,752 +93	+1%	+$2.34K	0.06%	333
2021 Q2	$256K	Buy	+9,659	New	+$247K	0.06%	320
2020 Q1	–	Sell	-2,801	Closed	-$64K	–	1406
2019 Q4	$64K	Sell	2,801 -50	-2%	-$1.15K	0.02%	611
2019 Q3	$71K	Sell	2,851 -1,025	-26%	-$25.8K	0.02%	580
2019 Q2	$109K	Buy	3,876 +1,675	+76%	+$46.5K	0.03%	479
2019 Q1	$62K	Buy	+2,201	New	+$59K	0.03%	500