Tradition 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
2024 Q1	–	Sell	-421	Closed	-$15K	–	1189
2023 Q4	$15K	Sell	421 -109	-21%	-$3.83K	﹤0.01%	915
2023 Q3	$18K	Sell	530 -11	-2%	-$375	﹤0.01%	874
2023 Q2	$18K	Buy	541 +131	+32%	+$3.93K	﹤0.01%	907
2023 Q1	$12K	Buy	410 +257	+168%	+$7.94K	﹤0.01%	970
2022 Q4	$5K	Buy	153 +58	+61%	+$1.89K	﹤0.01%	1062
2022 Q3	$3K	Sell	95 -43	-31%	-$1.4K	﹤0.01%	1173
2022 Q2	$4K	Buy	138 +1	+0.7%	+$35	﹤0.01%	1014
2022 Q1	$5K	Buy	137 +2	+1%	+$61	﹤0.01%	1052
2021 Q4	$4K	Buy	135 +1	+0.7%	+$28	﹤0.01%	1109
2021 Q3	$3K	Buy	134 +1	+0.8%	+$25	﹤0.01%	1137
2021 Q2	$4K	Buy	+133	New	+$3.4K	﹤0.01%	1113
2021 Q1	–	Sell	-130	Closed	-$3K	–	1057
2020 Q4	$3K	Buy	+130	New	+$2.63K	﹤0.01%	915