Synergy Asset Management’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-80,216	Closed	-$2.4M	–	136
2023 Q1	$2.4M	Buy	80,216 +11,796	+17%	+$352K	0.57%	52
2022 Q4	$2.25M	Sell	68,420 -3,811	-5%	-$125K	0.58%	46
2022 Q3	$2.07M	Buy	72,231 +4,109	+6%	+$118K	0.56%	46
2022 Q2	$2.13M	Buy	+68,122	New	+$2.13M	0.56%	47