Secure Asset Management’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-38,810	Closed	-$1.77M	–	350
2024 Q3	$1.77M	Sell	38,810 -1,531	-4%	-$67.3K	0.3%	78
2024 Q2	$1.71M	Buy	40,341 +2,849	+8%	+$114K	0.33%	69
2024 Q1	$1.46M	Buy	37,492 +1,524	+4%	+$54.1K	0.34%	67
2023 Q4	$1.25M	Buy	35,968 +384	+1%	+$13.5K	0.34%	73
2023 Q3	$1.2M	Sell	35,584 -21,167	-37%	-$722K	0.36%	65
2023 Q2	$1.85M	Buy	56,751 +3,786	+7%	+$114K	0.56%	44
2023 Q1	$1.58M	Buy	52,965 +5,529	+12%	+$171K	0.53%	58
2022 Q4	$1.56M	Buy	47,436 +31,362	+195%	+$1.02M	0.56%	51
2022 Q3	$460K	Buy	16,074 +4,470	+39%	+$146K	0.26%	80
2022 Q2	$362K	Buy	+11,604	New	+$401K	0.2%	102