Aveo Capital Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.41M | Buy |
|
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.04M | Buy |
|
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $863K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $694K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $372K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $334K | Buy |
|