Pinnacle Wealth Planning Services’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 | $433K | Buy |
6,898
+2,146
| +45% | +$135K | 0.06% | 222 |
|
|
2025
Q1 | $284K | Buy |
4,752
+555
| +13% | +$33.2K | 0.04% | 277 |
|
|
2024
Q4 | $227K | Sell |
4,197
-2,378
| -36% | -$129K | 0.03% | 329 |
|
|
2024
Q3 | $300K | Hold |
6,575
| – | – | 0.04% | 304 |
|
|
2024
Q2 | $279K | Hold |
6,575
| – | – | 0.04% | 304 |
|
|
2024
Q1 | $256K | Sell |
6,575
-21
| -0.3% | -$818 | 0.04% | 345 |
|
|
2023
Q4 | $230K | Sell |
6,596
-15
| -0.2% | -$522 | 0.04% | 350 |
|
|
2023
Q3 | $223K | Sell |
6,611
-6
| -0.1% | -$202 | 0.04% | 337 |
|
|
2023
Q2 | $216K | Sell |
6,617
-838
| -11% | -$27.3K | 0.03% | 360 |
|
|
2023
Q1 | $223K | Buy |
7,455
+824
| +12% | +$24.6K | 0.04% | 350 |
|
|
2022
Q4 | $218K | Buy |
+6,631
| New | +$218K | 0.04% | 342 |
|
|
2022
Q3 | – | Sell |
-6,588
| Closed | -$206K | – | 445 |
|
|
2022
Q2 | $206K | Buy |
+6,588
| New | +$206K | 0.04% | 345 |
|
|
2021
Q1 | – | Sell |
-5,904
| Closed | -$119K | – | 1946 |
|
|
2020
Q4 | $119K | Buy |
+5,904
| New | +$119K | 0.03% | 407 |
|