Avalon Trust’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 | $17.8K | Hold |
283
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $16.9K | Hold |
283
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $15.3K | Buy |
+283
| New | +$15.3K | ﹤0.01% | 303 |
|
|
2023
Q4 | – | Sell |
-1,143
| Closed | -$38.5K | – | 366 |
|
|
2023
Q3 | $38.5K | Hold |
1,143
| – | – | ﹤0.01% | 206 |
|
|
2023
Q2 | $37.3K | Hold |
1,143
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $34.1K | Buy |
+1,143
| New | +$34.1K | ﹤0.01% | 218 |
|