Shepherd Wealth Management’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	–	Sell	-3,974	Closed	-$230K	–	54
2025 Q1	$230K	Sell	3,974 -176	-4%	-$10.2K	0.24%	31
2024 Q4	$225K	Buy	+4,150	New	+$225K	0.22%	46