Aventail Capital Group’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
Q3 | $20.8M | Sell |
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|
2025
Q2 | $32M | Hold |
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|
2025
Q1 | $30.5M | Buy |
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|
2024
Q4 | $5.41M | Hold |
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|
2024
Q3 | $4.57M | Sell |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $6.74M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $41M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $8.46M | Sell |
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|
2022
Q1 | $50.9M | Buy |
|