Pin Oak Investment 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 | $62K | Hold |
1,048
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $62K | Sell |
1,048
-500
| -32% | -$29.6K | 0.05% | 176 |
|
|
2024
Q4 | $71K | Hold |
1,548
| – | – | 0.06% | 158 |
|
|
2024
Q3 | $70K | Hold |
1,548
| – | – | 0.06% | 159 |
|
|
2024
Q2 | $66K | Buy |
1,548
+220
| +17% | +$9.38K | 0.06% | 153 |
|
|
2024
Q1 | $52K | Hold |
1,328
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $46K | Hold |
1,328
| – | – | 0.05% | 173 |
|
|
2023
Q3 | $45K | Hold |
1,328
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $43K | Hold |
1,328
| – | – | 0.05% | 175 |
|
|
2023
Q1 | $40K | Hold |
1,328
| – | – | 0.05% | 172 |
|
|
2022
Q4 | $44K | Buy |
1,328
+500
| +60% | +$16.6K | 0.05% | 150 |
|
|
2022
Q3 | $24K | Hold |
828
| – | – | 0.03% | 195 |
|
|
2022
Q2 | $26K | Hold |
828
| – | – | 0.03% | 204 |
|
|
2022
Q1 | $28K | Hold |
828
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $22K | Buy |
828
+225
| +37% | +$5.98K | 0.02% | 254 |
|
|
2021
Q3 | $16K | Hold |
603
| – | – | 0.02% | 271 |
|
|
2021
Q2 | $16K | Hold |
603
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $14K | Sell |
603
-3,759
| -86% | -$87.3K | 0.01% | 292 |
|
|
2020
Q4 | $87K | Hold |
4,362
| – | – | 0.07% | 147 |
|
|
2020
Q3 | $86K | Hold |
4,362
| – | – | 0.08% | 135 |
|
|
2020
Q2 | $83K | Hold |
4,362
| – | – | 0.08% | 139 |
|
|
2020
Q1 | $62K | Sell |
4,362
-2,294
| -34% | -$32.6K | 0.06% | 158 |
|
|
2019
Q4 | $158K | Sell |
6,656
-807
| -11% | -$19.2K | 0.13% | 117 |
|
|
2019
Q3 | $180K | Sell |
7,463
-189
| -2% | -$4.56K | 0.15% | 107 |
|
|
2019
Q2 | $215K | Buy |
7,652
+791
| +12% | +$22.2K | 0.17% | 102 |
|
|
2019
Q1 | $197K | Buy |
6,861
+1
| +0% | +$29 | 0.16% | 106 |
|
|
2018
Q4 | $151K | Sell |
6,860
-408
| -6% | -$8.98K | 0.13% | 119 |
|
|
2018
Q3 | $198K | Buy |
7,268
+4,396
| +153% | +$120K | 0.15% | 117 |
|
|
2018
Q2 | $78K | Hold |
2,872
| – | – | 0.06% | 164 |
|
|
2018
Q1 | $71K | Buy |
2,872
+1,050
| +58% | +$26K | 0.06% | 171 |
|
|
2017
Q4 | $56K | Buy |
+1,822
| New | +$56K | 0.04% | 182 |
|