Pine Valley Investments’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$461K Sell
8,524
-419
-5% -$22.7K 0.03% 325
2024
Q3
$408K Buy
8,943
+93
+1% +$4.25K 0.02% 337
2024
Q2
$376K Buy
8,850
+26
+0.3% +$1.11K 0.02% 333
2024
Q1
$344K Buy
8,824
+414
+5% +$16.1K 0.02% 342
2023
Q4
$293K Buy
+8,410
New +$293K 0.02% 355