Resonant Capital 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	$459K	Buy	7,310 +1,566	+27%	+$98.4K	0.03%	248
2025 Q1	$343K	Buy	5,744 +383	+7%	+$22.9K	0.02%	263
2024 Q4	$290K	Buy	5,361 +238	+5%	+$12.9K	0.02%	280
2024 Q3	$234K	Buy	5,123 +12	+0.2%	+$548	0.02%	318
2024 Q2	$217K	Buy	+5,111	New	+$217K	0.02%	319