PWAM
Pinnacle West Asset Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
54,544
-100
| -0.2% | -$6.28K | 2.37% | 8 |
|
|
2025
Q1 | $3.27M | Buy |
54,644
+100
| +0.2% | +$5.98K | 2.36% | 9 |
|
|
2024
Q4 | $2.95M | Hold |
54,544
| – | – | 2.11% | 10 |
|
|
2024
Q3 | $2.49M | Buy |
54,544
+175
| +0.3% | +$7.99K | 1.78% | 12 |
|
|
2024
Q2 | $2.31M | Hold |
54,369
| – | – | 1.8% | 12 |
|
|
2024
Q1 | $2.12M | Sell |
54,369
-476
| -0.9% | -$18.6K | 1.68% | 15 |
|
|
2023
Q4 | $1.91M | Buy |
54,845
+3,725
| +7% | +$130K | 1.64% | 17 |
|
|
2023
Q3 | $1.72M | Buy |
51,120
+2,650
| +5% | +$89.3K | 1.69% | 14 |
|
|
2023
Q2 | $1.58M | Buy |
48,470
+15
| +0% | +$490 | 1.54% | 14 |
|
|
2023
Q1 | $1.45M | Buy |
+48,455
| New | +$1.45M | 1.51% | 16 |
|