Whipplewood Advisors’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	$141K	Sell	2,237 -886	-28%	-$55.6K	0.08%	200
2025 Q1	$188K	Sell	3,123 -19	-0.6%	-$1.14K	0.11%	162
2024 Q4	$170K	Buy	+3,142	New	+$170K	0.1%	175