Pinnacle Associates’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
Q2 | $940K | Buy |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $374K | Buy |
|
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $327K | Sell |
|
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|
2023
Q4 | $374K | Sell |
|
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $364K | Sell |
|
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $192K | Buy |
|
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|
2020
Q1 | $142K | Sell |
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|
2019
Q4 | $465K | Sell |
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|
2019
Q3 | $871K | Buy |
|
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|
2019
Q2 | $921K | Buy |
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|
2019
Q1 | $940K | Sell |
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|
2018
Q4 | $738K | Buy |
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|
2018
Q3 | $725K | Sell |
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|
2018
Q2 | $736K | Sell |
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|
2018
Q1 | $737K | Sell |
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|
2017
Q4 | $935K | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $1.1M | Buy |
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|
2016
Q2 | $739K | Sell |
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|
2016
Q1 | $746K | Buy |
|
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|
2015
Q4 | $1.18M | Sell |
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|
2015
Q3 | $2.27M | Buy |
|
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|
2015
Q2 | $3.51M | Sell |
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|
2015
Q1 | $3.13M | Sell |
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|
2014
Q4 | $2.83M | Buy |
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|
2014
Q3 | $3.33M | Buy |
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|
2014
Q2 | $3.29M | Sell |
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|
2014
Q1 | $2.32M | Buy |
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|
2013
Q4 | $2.1M | Buy |
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|
2013
Q3 | $1.93M | Buy |
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|
2013
Q2 | $1.34M | Buy |
|