Valley Wealth Managers’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 Q3	–	Sell	-130	Closed	-$5.53K	–	460
2024 Q2	$5.53K	Buy	+130	New	+$5.21K	﹤0.01%	303
2022 Q4	–	Sell	-700	Closed	-$20K	–	505
2022 Q3	$20K	Sell	700 -1,350	-66%	-$44K	﹤0.01%	290
2022 Q2	$64K	Buy	+2,050	New	+$70.8K	0.01%	235
2019 Q3	–	Sell	-11,304	Closed	-$317K	–	206
2019 Q2	$317K	Buy	11,304 +1,431	+14%	+$39.8K	0.03%	165
2019 Q1	$284K	Sell	9,873 -3,541	-26%	-$94.9K	0.03%	179
2018 Q4	$296K	Sell	13,414 -600	-4%	-$15K	0.04%	140
2018 Q3	$381K	Buy	+14,014	New	+$407K	0.05%	104
2018 Q1	–	Sell	-7,956	Closed	-$243K	–	127
2017 Q4	$243K	Sell	7,956 -2,272	-22%	-$66.1K	0.03%	112
2017 Q3	$307K	Buy	10,228 +1,103	+12%	+$33.6K	0.04%	105
2017 Q2	$276K	Buy	9,125 +4,250	+87%	+$127K	0.04%	113
2017 Q1	$144K	Buy	4,875 +900	+23%	+$26K	0.02%	120
2016 Q4	$124K	Sell	3,975 -100	-2%	-$3.01K	0.02%	123
2016 Q3	$125K	Buy	4,075 +100	+3%	+$2.65K	0.02%	127
2016 Q2	$86K	Buy	+3,975	New	+$79.8K	0.01%	128