Pinkerton Retirement Specialists’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,949
| Closed | -$863K | – | 155 |
|
2024
Q4 | $863K | Buy |
+15,949
| New | +$863K | 0.13% | 92 |
|
2018
Q4 | – | Sell |
-301
| Closed | -$8K | – | 148 |
|
2018
Q3 | $8K | Hold |
301
| – | – | ﹤0.01% | 145 |
|
2018
Q2 | $8K | Hold |
301
| – | – | ﹤0.01% | 154 |
|
2018
Q1 | $7K | Hold |
301
| – | – | ﹤0.01% | 143 |
|
2017
Q4 | $9K | Buy |
+301
| New | +$9K | ﹤0.01% | 164 |
|
2017
Q1 | – | Sell |
-132
| Closed | -$4K | – | 504 |
|
2016
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 475 |
|
2016
Q3 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 485 |
|
2016
Q2 | – | Sell |
-57
| Closed | -$3K | – | 659 |
|
2016
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 166 |
|
2015
Q3 | – | Sell |
-57
| Closed | -$3K | – | 205 |
|
2015
Q2 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 163 |
|