Pinion Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $867K | Buy |
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|
2023
Q2 | $794K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $638K | Buy |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $333K | Buy |
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