YorkBridge Wealth Partners’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.39M	Sell	42,134 -1,606	-4%	-$52.3K	0.35%	71
2022 Q3	$1.25M	Buy	43,740 +4,224	+11%	+$138K	0.32%	70
2022 Q2	$1.23M	Buy	39,516 +2,365	+6%	+$81.6K	0.32%	69
2022 Q1	$1.24M	Buy	37,151 +1,146	+3%	+$35K	0.27%	78
2021 Q4	$938K	Buy	36,005 +517	+1%	+$14.3K	0.21%	87
2021 Q3	$921K	Buy	35,488 +8,294	+30%	+$209K	0.23%	85
2021 Q2	$722K	Buy	27,194 +2,205	+9%	+$56.5K	0.19%	98
2021 Q1	$592K	Buy	24,989 +7,505	+43%	+$170K	0.17%	103
2020 Q4	$351K	Sell	17,484 -1,283	-7%	-$26K	0.12%	136
2020 Q3	$369K	Sell	18,767 -874	-4%	-$17.8K	0.16%	115
2020 Q2	$374K	Sell	19,641 -550	-3%	-$10.2K	0.17%	109
2020 Q1	$286K	Buy	20,191 +4,741	+31%	+$91.8K	0.18%	123
2019 Q4	$366K	Buy	15,450 +1,045	+7%	+$23.9K	0.17%	129
2019 Q3	$347K	Buy	14,405 +1,145	+9%	+$28.9K	0.17%	121
2019 Q2	$372K	Buy	13,260 +643	+5%	+$17.9K	0.17%	117
2019 Q1	$362K	Buy	12,617 +2,726	+28%	+$73.1K	0.17%	123
2018 Q4	$218K	Sell	9,891 -3,825	-28%	-$95.6K	0.12%	143
2018 Q3	$379K	Buy	13,716 +731	+6%	+$21.2K	0.17%	120
2018 Q2	$352K	Buy	12,985 +3,914	+43%	+$103K	0.15%	133
2018 Q1	$228K	Sell	9,071 -2,644	-23%	-$78K	0.11%	164
2017 Q4	$345K	Buy	11,715 +1,913	+20%	+$55.6K	0.17%	129
2017 Q3	$294K	Sell	9,802 -602	-6%	-$18.3K	0.15%	134
2017 Q2	$321K	Sell	10,404 -577	-5%	-$17.2K	0.17%	122
2017 Q1	$333K	Buy	10,981 +7,951	+262%	+$230K	0.17%	119
2016 Q4	$91K	Buy	+3,030	New	+$91.3K	0.05%	252