Pinnacle Family 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
Q2
$409K Sell
2025
Q1
$391K Buy
2024
Q4
$353K Buy
2024
Q3
$297K Buy
2024
Q2
$268K Sell
2024
Q1
$247K Buy
2023
Q4
$220K Buy
2023
Q3
$212K Buy
2023
Q2
$204K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$214K Buy