Twin City Private Wealth’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-34,564	Closed	-$1.58M	–	103
2024 Q3	$1.58M	Buy	34,564 +375	+1%	+$17.1K	1.37%	33
2024 Q2	$1.45M	Sell	34,189 -2,348	-6%	-$99.8K	1.37%	35
2024 Q1	$1.42M	Buy	+36,537	New	+$1.42M	1.4%	30