Pinnacle Wealth Planning Services’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 | $433K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $119K | Buy |
|