Planning Capital Management Corporation’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$47.7K Buy
1,046
+114
+12% +$5.2K 0.03% 187
2024
Q2
$39.6K Buy
932
+1
+0.1% +$42 0.03% 212
2024
Q1
$36.3K Buy
931
+40
+4% +$1.56K 0.03% 219
2023
Q4
$31K Buy
+891
New +$31K 0.02% 232