Pinnacle Wealth Management Advisory Group’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
$537K Buy
8,554
+381
+5% +$23.9K 0.04% 207
2025
Q1
$488K Buy
8,173
+1,980
+32% +$118K 0.05% 210
2024
Q4
$335K Buy
6,193
+1,096
+22% +$59.3K 0.03% 268
2024
Q3
$233K Buy
5,097
+167
+3% +$7.62K 0.02% 318
2024
Q2
$210K Buy
+4,930
New +$210K 0.02% 331