Pullen Investment Management’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
$1.07M Sell
17,038
-5,984
-26% -$376K 0.64% 63
2025
Q1
$1.38M Buy
23,022
+562
+3% +$33.6K 0.87% 48
2024
Q4
$1.22M Buy
22,460
+714
+3% +$38.6K 0.79% 49
2024
Q3
$993K Sell
21,746
-30
-0.1% -$1.37K 0.73% 58
2024
Q2
$925K Buy
21,776
+1,518
+7% +$64.5K 0.77% 46
2024
Q1
$789K Buy
+20,258
New +$789K 0.67% 56