Shepherd Financial Partners’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	$1.15M	Buy	18,290 +61	+0.3%	+$3.83K	0.12%	106
2025 Q1	$1.09M	Buy	18,229 +19	+0.1%	+$1.14K	0.13%	103
2024 Q4	$986K	Buy	18,210 +86	+0.5%	+$4.65K	0.12%	99
2024 Q3	$827K	Buy	+18,124	New	+$827K	0.1%	110