Principal Street Partners’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,220
Closed -$402K 241
2022
Q4
$402K Sell
12,220
-685
-5% -$22.5K 0.1% 140
2022
Q3
$369K Buy
12,905
+238
+2% +$6.81K 0.1% 140
2022
Q2
$396K Sell
12,667
-4,648
-27% -$145K 0.1% 139
2022
Q1
$579K Buy
+17,315
New +$579K 0.13% 129