PP
PDS Planning’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
8,261
+1,111
| +16% | +$69.8K | 0.04% | 227 |
|
|
2025
Q1 | $427K | Buy |
7,150
+476
| +7% | +$28.4K | 0.04% | 236 |
|
|
2024
Q4 | $361K | Buy |
6,674
+743
| +13% | +$40.2K | 0.03% | 250 |
|
|
2024
Q3 | $271K | Buy |
5,931
+44
| +0.7% | +$2.01K | 0.02% | 322 |
|
|
2024
Q2 | $250K | Buy |
5,887
+107
| +2% | +$4.55K | 0.03% | 301 |
|
|
2024
Q1 | $225K | Buy |
+5,780
| New | +$225K | 0.02% | 334 |
|
|
2023
Q3 | – | Sell |
-6,350
| Closed | -$207K | – | 360 |
|
|
2023
Q2 | $207K | Buy |
+6,350
| New | +$207K | 0.03% | 292 |
|