Sugarloaf Wealth 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
2023 Q4	–	Sell	-274	Closed	-$9.24K	–	719
2023 Q3	$9.24K	Sell	274 -3,896	-93%	-$133K	﹤0.01%	474
2023 Q2	$136K	Sell	4,170 -1,851	-31%	-$55.6K	0.03%	180
2023 Q1	$180K	Buy	6,021 +3,762	+167%	+$116K	0.04%	139
2022 Q4	$74.3K	Buy	2,259 +1,424	+171%	+$46.4K	0.02%	229
2022 Q3	$24K	Sell	835 -545	-39%	-$17.8K	0.01%	402
2022 Q2	$43K	Buy	1,380 +1,177	+580%	+$40.6K	0.01%	314
2022 Q1	$7K	Hold	203	–	–	﹤0.01%	536
2021 Q4	$5K	Hold	203	–	–	﹤0.01%	601
2021 Q3	$5K	Hold	203	–	–	﹤0.01%	617
2021 Q2	$5K	Sell	203 -1,061	-84%	-$27.2K	﹤0.01%	606
2021 Q1	$17	Buy	1,264 +172	+16%	+$3.91K	0.01%	438
2020 Q4	$22K	Buy	1,092 +378	+53%	+$7.66K	0.01%	369
2020 Q3	$15K	Buy	714 +460	+181%	+$9.37K	0.01%	406
2020 Q2	$5K	Buy	254 +51	+25%	+$949	﹤0.01%	532
2020 Q1	$3K	Hold	203	–	–	﹤0.01%	581
2019 Q4	$5K	Buy	+203	New	+$4.65K	﹤0.01%	555