Pinion 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 | $1.94M | Sell |
30,866
-31,164
| -50% | -$1.96M | 0.67% | 30 |
|
|
2025
Q1 | $3.71M | Buy |
62,030
+32,100
| +107% | +$1.92M | 0.82% | 24 |
|
|
2024
Q4 | $1.62M | Buy |
29,930
+5,671
| +23% | +$307K | 0.64% | 29 |
|
|
2024
Q3 | $1.11M | Buy |
24,259
+545
| +2% | +$24.9K | 0.46% | 41 |
|
|
2024
Q2 | $1.01M | Sell |
23,714
-2,455
| -9% | -$104K | 0.5% | 34 |
|
|
2024
Q1 | $1.02M | Buy |
26,169
+1,233
| +5% | +$48.1K | 0.53% | 38 |
|
|
2023
Q4 | $869K | Sell |
24,936
-806
| -3% | -$28.1K | 0.52% | 37 |
|
|
2023
Q3 | $867K | Buy |
25,742
+1,403
| +6% | +$47.3K | 0.56% | 36 |
|
|
2023
Q2 | $794K | Buy |
24,339
+1,495
| +7% | +$48.8K | 0.54% | 40 |
|
|
2023
Q1 | $682K | Buy |
22,844
+1,688
| +8% | +$50.4K | 0.64% | 36 |
|
|
2022
Q4 | $696K | Sell |
21,156
-1,138
| -5% | -$37.4K | 0.66% | 41 |
|
|
2022
Q3 | $638K | Buy |
22,294
+535
| +2% | +$15.3K | 0.56% | 40 |
|
|
2022
Q2 | $679K | Buy |
21,759
+7,666
| +54% | +$239K | 0.57% | 49 |
|
|
2022
Q1 | $471K | Sell |
14,093
-216
| -2% | -$7.22K | 0.33% | 99 |
|
|
2021
Q4 | $373K | Buy |
14,309
+1,485
| +12% | +$38.7K | 0.25% | 119 |
|
|
2021
Q3 | $333K | Buy |
+12,824
| New | +$333K | 0.27% | 114 |
|