PFG Investments’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 | $1.17M | Sell |
18,607
-1,826
| -9% | -$115K | 0.07% | 260 |
|
|
2025
Q1 | $1.22M | Buy |
20,433
+2,290
| +13% | +$137K | 0.08% | 250 |
|
|
2024
Q4 | $982K | Sell |
18,143
-1,943
| -10% | -$105K | 0.06% | 301 |
|
|
2024
Q3 | $917K | Buy |
20,086
+1,458
| +8% | +$66.6K | 0.06% | 321 |
|
|
2024
Q2 | $792K | Buy |
18,628
+5,443
| +41% | +$231K | 0.06% | 318 |
|
|
2024
Q1 | $514K | Buy |
+13,185
| New | +$514K | 0.03% | 511 |
|