Pinnacle Family 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 | $409K | Sell |
6,528
-20
| -0.3% | -$1.25K | 0.2% | 80 |
|
|
2025
Q1 | $391K | Buy |
6,548
+19
| +0.3% | +$1.14K | 0.21% | 84 |
|
|
2024
Q4 | $353K | Buy |
6,529
+19
| +0.3% | +$1.03K | 0.17% | 86 |
|
|
2024
Q3 | $297K | Buy |
6,510
+211
| +3% | +$9.63K | 0.15% | 102 |
|
|
2024
Q2 | $268K | Sell |
6,299
-35
| -0.6% | -$1.49K | 0.15% | 96 |
|
|
2024
Q1 | $247K | Buy |
6,334
+24
| +0.4% | +$935 | 0.13% | 88 |
|
|
2023
Q4 | $220K | Buy |
6,310
+25
| +0.4% | +$871 | 0.13% | 91 |
|
|
2023
Q3 | $212K | Buy |
6,285
+25
| +0.4% | +$842 | 0.12% | 88 |
|
|
2023
Q2 | $204K | Buy |
+6,260
| New | +$204K | 0.11% | 100 |
|
|
2023
Q1 | – | Sell |
-6,205
| Closed | -$204K | – | 110 |
|
|
2022
Q4 | $204K | Buy |
+6,205
| New | +$204K | 0.15% | 92 |
|
|
2022
Q2 | – | Sell |
-6,408
| Closed | -$214K | – | 121 |
|
|
2022
Q1 | $214K | Buy |
+6,408
| New | +$214K | 0.11% | 112 |
|