Aureus Asset Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
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|
2025
Q1 | $7.08M | Sell |
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|
2024
Q4 | $6.52M | Sell |
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|
2024
Q3 | $5.52M | Buy |
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|
2024
Q2 | $4.81M | Sell |
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|
2024
Q1 | $4.47M | Sell |
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|
2023
Q4 | $4.89M | Sell |
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|
2023
Q3 | $4.74M | Sell |
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|
2023
Q2 | $4.67M | Sell |
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|
2023
Q1 | $4.69M | Buy |
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|
2022
Q4 | $4.93M | Sell |
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|
2022
Q3 | $4.48M | Buy |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $2.55M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $963K | Buy |
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|
2021
Q1 | $705K | Buy |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $259K | Sell |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $332K | Buy |
|