Pinkerton Retirement Specialists’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 Q1	–	Sell	-15,949	Closed	-$863K	–	155
2024 Q4	$863K	Buy	+15,949	New	+$859K	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	+$8.75K	﹤0.01%	164
2017 Q1	–	Sell	-132	Closed	-$4K	–	504
2016 Q4	$4K	Hold	132	–	–	﹤0.01%	475
2016 Q3	$4K	Buy	+132	New	+$3.5K	﹤0.01%	485
2016 Q2	–	Sell	-57	Closed	-$3K	–	659
2016 Q1	$3K	Buy	+57	New	+$980	﹤0.01%	166
2015 Q3	–	Sell	-57	Closed	-$3K	–	205
2015 Q2	$3K	Buy	+57	New	+$2.94K	﹤0.01%	163