Avalon Investment & Advisory’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.22M Buy
2022
Q4
$1.2M Buy
2022
Q3
$1.01M Hold
2022
Q2
$1.11M Buy
2022
Q1
$1.18M Buy
2021
Q4
$427K Sell
2021
Q3
$901K Buy
2021
Q2
$918K Buy
2021
Q1
$460K Buy
2016
Q1
Sell
2015
Q4
$10.2M Sell
2015
Q3
$15.9M Buy
2015
Q2
$24.7M Sell
2015
Q1
$21.8M Buy
2014
Q4
$13.6M Buy
2014
Q3
$16.5M Sell
2014
Q2
$17.6M Buy
2014
Q1
$10.5M Buy
2013
Q4
$9.42M Buy
2013
Q3
$2.02M Buy