Number of Shares
54,644.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
2.36%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
86.00%

Pinnacle West Asset Management, Inc.'s Williams Companies Inc Holding Summary

As of 2025-03-31, Pinnacle West Asset Management, Inc. held 54,644.00 shares of Williams Companies Inc(WMB), totaling $3.27 Mil. This investment constitutes 2.36% of their stock portfolio, and Pinnacle West Asset Management, Inc. now holds 0% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2023Q1. And since then Pinnacle West Asset Management, Inc. has made 4 purchases of WMB, at an average price of $31.42, for a total of 55,120.00 shares. In addition, there have been 1 sales at an average price of $35.53 for 476.00 shares. Based on historical transaction data and WMB's current price of $58.64, Pinnacle West Asset Management, Inc.'s estimated gain on his WMB holdings is $1.49 Mil, reflecting a 86.00% gain to date.

Pinnacle West Asset Management, Inc. WMB ($58.64) Holding Chart

Pinnacle West Asset Management, Inc. WMB ($58.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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