Semmax Financial 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 Q2	$354	Hold	6	–	–	﹤0.01%	390
2025 Q1	$350	Hold	6	–	–	﹤0.01%	392
2024 Q4	$346	Hold	6	–	–	﹤0.01%	328
2024 Q3	$357	Sell	6 -138	-96%	-$6.07K	﹤0.01%	347
2024 Q2	$6.2K	Sell	144 -1,465	-91%	-$58.8K	﹤0.01%	269
2024 Q1	$63.8K	Sell	1,609 -1,945	-55%	-$69.1K	0.02%	139
2023 Q4	$121K	Sell	3,554 -2,654	-43%	-$93.1K	0.04%	119
2023 Q3	$217K	Buy	+6,208	New	+$212K	0.09%	91
2022 Q4	$4.27M	Buy	130,214 +724	+0.6%	+$23.6K	1.7%	28
2022 Q3	$4.38M	Buy	129,490 +8,492	+7%	+$277K	1.86%	23
2022 Q2	$4M	Buy	120,998 +16,255	+16%	+$561K	1.63%	26
2022 Q1	$3.5M	Buy	104,743 +7,421	+8%	+$227K	1.38%	29
2021 Q4	$2.53M	Sell	97,322 -8,300	-8%	-$229K	0.94%	46
2021 Q3	$2.74M	Sell	105,622 -7,055	-6%	-$178K	0.95%	47
2021 Q2	$2.99M	Buy	112,677 +35,027	+45%	+$897K	0.96%	42
2021 Q1	$1.84M	Buy	77,650 +4,410	+6%	+$100K	0.66%	56
2020 Q4	$1.47M	Buy	73,240 +4,775	+7%	+$96.8K	0.61%	56
2020 Q3	$1.34M	Buy	+68,465	New	+$1.39M	0.64%	58