Van Hulzen Asset 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
2025 Q1	–	Sell	-474	Closed	-$25.7K	–	1127
2024 Q4	$25.7K	Buy	+474	New	+$25.5K	﹤0.01%	642
2024 Q2	–	Sell	-47,409	Closed	-$1.85M	–	338
2024 Q1	$1.85M	Hold	47,409	–	–	0.12%	122
2023 Q4	$1.65M	Hold	47,409	–	–	0.12%	118
2023 Q3	$1.6M	Buy	47,409 +40,000	+540%	+$1.37M	0.12%	118
2023 Q2	$242K	Buy	+7,409	New	+$222K	0.02%	270
2016 Q1	–	Sell	-7,575	Closed	-$195K	–	155
2015 Q4	$195K	Sell	7,575 -1,100	-13%	-$38.4K	0.12%	100
2015 Q3	$320K	Buy	8,675 +3,700	+74%	+$184K	0.21%	86
2015 Q2	$286K	Buy	+4,975	New	+$256K	0.15%	115
2014 Q2	–	Sell	-42,091	Closed	-$1.71M	–	94
2014 Q1	$1.71M	Buy	42,091 +11,891	+39%	+$482K	1.73%	22
2013 Q4	$1.17M	Buy	+30,200	New	+$1.09M	1.01%	34