Pinnacle Financial Partners’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
$2.57M Sell
43,074
-2,309
-5% -$138K 0.05% 207
2024
Q4
$2.46M Sell
45,383
-914
-2% -$49.5K 0.05% 211
2024
Q3
$2.11M Buy
46,297
+172
+0.4% +$7.85K 0.04% 223
2024
Q2
$1.96M Sell
46,125
-2,146
-4% -$91.2K 0.04% 225
2024
Q1
$1.88M Buy
48,271
+197
+0.4% +$7.68K 0.04% 224
2023
Q4
$1.67M Buy
48,074
+598
+1% +$20.8K 0.04% 226
2023
Q3
$1.6M Buy
47,476
+3,189
+7% +$107K 0.04% 221
2023
Q2
$1.45M Buy
44,287
+1,171
+3% +$38.2K 0.04% 219
2023
Q1
$1.29M Buy
43,116
+1,320
+3% +$39.4K 0.03% 229
2022
Q4
$1.38M Buy
41,796
+532
+1% +$17.5K 0.04% 219
2022
Q3
$1.18M Buy
41,264
+2,456
+6% +$70.4K 0.04% 223
2022
Q2
$1.21M Buy
38,808
+301
+0.8% +$9.39K 0.04% 216
2022
Q1
$1.29M Buy
38,507
+227
+0.6% +$7.58K 0.04% 220
2021
Q4
$996K Buy
38,280
+585
+2% +$15.2K 0.03% 239
2021
Q3
$978K Buy
37,695
+3,059
+9% +$79.4K 0.03% 228
2021
Q2
$920K Buy
34,636
+965
+3% +$25.6K 0.04% 216
2021
Q1
$798K Sell
33,671
-690
-2% -$16.4K 0.04% 221
2020
Q4
$689K Sell
34,361
-387
-1% -$7.76K 0.03% 224
2020
Q3
$683K Buy
34,748
+172
+0.5% +$3.38K 0.04% 220
2020
Q2
$657K Buy
34,576
+471
+1% +$8.95K 0.04% 218
2020
Q1
$482K Buy
34,105
+2,148
+7% +$30.4K 0.03% 238
2019
Q4
$758K Buy
31,957
+754
+2% +$17.9K 0.05% 227
2019
Q3
$751K Buy
31,203
+512
+2% +$12.3K 0.05% 215
2019
Q2
$861K Buy
30,691
+2,671
+10% +$74.9K 0.06% 198
2019
Q1
$805K Sell
28,020
-161
-0.6% -$4.63K 0.06% 197
2018
Q4
$621K Sell
28,181
-1,351
-5% -$29.8K 0.06% 207
2018
Q3
$803K Buy
+29,532
New +$803K 0.07% 194