Aaron Wealth Advisors’s Williams Companies WMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $381K | Buy |
6,067
+170
| +3% | +$10.7K | 0.04% | 303 |
|
2025
Q1 | $352K | Buy |
5,897
+813
| +16% | +$48.6K | 0.04% | 294 |
|
2024
Q4 | $275K | Buy |
+5,084
| New | +$275K | 0.03% | 340 |
|
2022
Q2 | – | Sell |
-23,687
| Closed | -$709K | – | 849 |
|
2022
Q1 | $709K | Buy |
+23,687
| New | +$709K | 0.01% | 426 |
|