Synergy Investment 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	-808	Closed	-$48.3K	–	572
2025 Q1	$48.3K	Hold	808	–	–	0.02%	239
2024 Q4	$43.7K	Buy	+808	New	+$43.7K	0.02%	254