Aurora Private Wealth’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 | $266K | Buy |
4,229
+35
| +0.8% | +$2.2K | 0.2% | 128 |
|
|
2025
Q1 | $251K | Buy |
4,194
+1
| +0% | +$60 | 0.2% | 119 |
|
|
2024
Q4 | $227K | Sell |
4,193
-1,031
| -20% | -$55.8K | 0.17% | 136 |
|
|
2024
Q3 | $238K | Buy |
5,224
+8
| +0.2% | +$364 | 0.19% | 133 |
|
|
2024
Q2 | $222K | Sell |
5,216
-142
| -3% | -$6.04K | 0.19% | 135 |
|
|
2024
Q1 | $209K | Buy |
+5,358
| New | +$209K | 0.18% | 146 |
|