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