PFG 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 | $273K | Buy |
+4,354
| New | +$273K | 0.01% | 532 |
|
|
2023
Q3 | – | Sell |
-6,220
| Closed | -$203K | – | 694 |
|
|
2023
Q2 | $203K | Buy |
+6,220
| New | +$203K | 0.02% | 643 |
|
|
2023
Q1 | – | Sell |
-6,368
| Closed | -$210K | – | 652 |
|
|
2022
Q4 | $210K | Buy |
+6,368
| New | +$210K | 0.02% | 526 |
|