Pinnacle Holdings’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 | $5.03M | Sell |
80,154
-1,376
| -2% | -$86.4K | 1.82% | 5 |
|
|
2025
Q1 | $4.87M | Sell |
81,530
-1,313
| -2% | -$78.5K | 1.85% | 4 |
|
|
2024
Q4 | $4.48M | Sell |
82,843
-165
| -0.2% | -$8.93K | 1.69% | 9 |
|
|
2024
Q3 | $3.79M | Buy |
83,008
+301
| +0.4% | +$13.7K | 1.48% | 13 |
|
|
2024
Q2 | $3.52M | Buy |
82,707
+237
| +0.3% | +$10.1K | 1.43% | 11 |
|
|
2024
Q1 | $3.21M | Sell |
82,470
-23,646
| -22% | -$921K | 1.29% | 16 |
|
|
2023
Q4 | $3.7M | Buy |
106,116
+373
| +0.4% | +$13K | 1.52% | 10 |
|
|
2023
Q3 | $3.56M | Sell |
105,743
-6,910
| -6% | -$233K | 1.67% | 9 |
|
|
2023
Q2 | $3.68M | Sell |
112,653
-2,046
| -2% | -$66.8K | 1.64% | 8 |
|
|
2023
Q1 | $3.42M | Buy |
114,699
+590
| +0.5% | +$17.6K | 1.59% | 10 |
|
|
2022
Q4 | $3.75M | Sell |
114,109
-2,604
| -2% | -$85.7K | 1.68% | 9 |
|
|
2022
Q3 | $3.34M | Sell |
116,713
-530
| -0.5% | -$15.2K | 1.56% | 10 |
|
|
2022
Q2 | $3.66M | Buy |
117,243
+1,619
| +1% | +$50.5K | 1.68% | 9 |
|
|
2022
Q1 | $3.86M | Buy |
115,624
+118
| +0.1% | +$3.94K | 1.52% | 14 |
|
|
2021
Q4 | $3.01M | Sell |
115,506
-852
| -0.7% | -$22.2K | 1.26% | 15 |
|
|
2021
Q3 | $3.02M | Buy |
116,358
+1,060
| +0.9% | +$27.5K | 1.32% | 12 |
|
|
2021
Q2 | $3.06M | Sell |
115,298
-1,966
| -2% | -$52.2K | 1.41% | 11 |
|
|
2021
Q1 | $2.78M | Buy |
117,264
+6,819
| +6% | +$162K | 1.29% | 15 |
|
|
2020
Q4 | $2.21M | Sell |
110,445
-34,592
| -24% | -$694K | 1.17% | 19 |
|
|
2020
Q3 | $2.85M | Sell |
145,037
-5,071
| -3% | -$99.6K | 1.65% | 5 |
|
|
2020
Q2 | $2.86M | Sell |
150,108
-6,660
| -4% | -$127K | 1.36% | 15 |
|
|
2020
Q1 | $2.22M | Sell |
156,768
-3,883
| -2% | -$54.9K | 1.27% | 20 |
|
|
2019
Q4 | $3.81M | Sell |
160,651
-4,884
| -3% | -$116K | 1.43% | 12 |
|
|
2019
Q3 | $3.98M | Sell |
165,535
-2,655
| -2% | -$63.9K | 1.5% | 11 |
|
|
2019
Q2 | $4.72M | Sell |
168,190
-3,813
| -2% | -$107K | 1.75% | 6 |
|
|
2019
Q1 | $4.94M | Sell |
172,003
-38,693
| -18% | -$1.11M | 1.85% | 5 |
|
|
2018
Q4 | $4.65M | Sell |
210,696
-10,299
| -5% | -$227K | 1.92% | 4 |
|
|
2018
Q3 | $6.01M | Buy |
220,995
+138,883
| +169% | +$3.78M | 2.07% | 3 |
|
|
2018
Q2 | $2.23M | Buy |
82,112
+656
| +0.8% | +$17.8K | 0.78% | 44 |
|
|
2018
Q1 | $2.03M | Sell |
81,456
-1,163
| -1% | -$28.9K | 0.76% | 47 |
|
|
2017
Q4 | $2.52M | Buy |
82,619
+1,521
| +2% | +$46.4K | 0.92% | 37 |
|
|
2017
Q3 | $2.43M | Sell |
81,098
-122,975
| -60% | -$3.69M | 0.9% | 37 |
|
|
2017
Q2 | $6.18M | Sell |
204,073
-6,625
| -3% | -$201K | 2.4% | 2 |
|
|
2017
Q1 | $6.23M | Buy |
210,698
+1,408
| +0.7% | +$41.7K | 2.4% | 4 |
|
|
2016
Q4 | $6.52M | Sell |
209,290
-983
| -0.5% | -$30.6K | 2.53% | 3 |
|
|
2016
Q3 | $6.46M | Sell |
210,273
-610
| -0.3% | -$18.7K | 2.54% | 4 |
|
|
2016
Q2 | $4.56M | Buy |
210,883
+340
| +0.2% | +$7.35K | 1.95% | 6 |
|
|
2016
Q1 | $3.38M | Sell |
210,543
-13,131
| -6% | -$211K | 1.62% | 5 |
|
|
2015
Q4 | $5.75M | Sell |
223,674
-2,639
| -1% | -$67.8K | 2.68% | 3 |
|
|
2015
Q3 | $8.34M | Buy |
226,313
+18,632
| +9% | +$687K | 3.59% | 1 |
|
|
2015
Q2 | $11.9M | Sell |
207,681
-61,243
| -23% | -$3.51M | 4.35% | 2 |
|
|
2015
Q1 | $13.6M | Sell |
268,924
-24,325
| -8% | -$1.23M | 4.93% | 1 |
|
|
2014
Q4 | $13.2M | Sell |
293,249
-123,486
| -30% | -$5.55M | 4.34% | 1 |
|
|
2014
Q3 | $23.1M | Buy |
416,735
+32,134
| +8% | +$1.78M | 5.96% | 2 |
|
|
2014
Q2 | $22.4M | Buy |
384,601
+10,349
| +3% | +$602K | 5.48% | 2 |
|
|
2014
Q1 | $15.2M | Sell |
374,252
-62,985
| -14% | -$2.56M | 4.21% | 2 |
|
|
2013
Q4 | $16.9M | Sell |
437,237
-32,680
| -7% | -$1.26M | 4.9% | 2 |
|
|
2013
Q3 | $17.1M | Buy |
469,917
+41
| +0% | +$1.49K | 5.42% | 2 |
|
|
2013
Q2 | $15.3M | Buy |
+469,876
| New | +$15.3M | 4.79% | 2 |
|