Aveo Capital Partners’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,454
| Closed | -$349K | – | 347 |
|
|
2024
Q4 | $349K | Buy |
6,454
+46
| +0.7% | +$2.49K | 0.04% | 259 |
|
|
2024
Q3 | $293K | Sell |
6,408
-655
| -9% | -$29.9K | 0.03% | 285 |
|
|
2024
Q2 | $300K | Sell |
7,063
-27,040
| -79% | -$1.15M | 0.03% | 259 |
|
|
2024
Q1 | $1.32M | Sell |
34,103
-370
| -1% | -$14.3K | 0.14% | 121 |
|
|
2023
Q4 | $1.2M | Sell |
34,473
-1,659
| -5% | -$57.8K | 0.14% | 112 |
|
|
2023
Q3 | $1.22M | Sell |
36,132
-548
| -1% | -$18.5K | 0.16% | 114 |
|
|
2023
Q2 | $1.2M | Sell |
36,680
-3,692
| -9% | -$120K | 0.15% | 114 |
|
|
2023
Q1 | $1.21M | Sell |
40,372
-2,460
| -6% | -$73.5K | 0.16% | 102 |
|
|
2022
Q4 | $1.41M | Buy |
42,832
+3,751
| +10% | +$123K | 0.21% | 93 |
|
|
2022
Q3 | $1.12M | Buy |
39,081
+1,428
| +4% | +$40.9K | 0.19% | 96 |
|
|
2022
Q2 | $1.18M | Sell |
37,653
-3,245
| -8% | -$101K | 0.19% | 102 |
|
|
2022
Q1 | $1.37M | Buy |
40,898
+1,026
| +3% | +$34.3K | 0.24% | 87 |
|
|
2021
Q4 | $1.04M | Buy |
39,872
+341
| +0.9% | +$8.88K | 0.19% | 110 |
|
|
2021
Q3 | $1.03M | Buy |
39,531
+1,762
| +5% | +$45.7K | 0.21% | 95 |
|
|
2021
Q2 | $1M | Buy |
37,769
+1,333
| +4% | +$35.4K | 0.22% | 97 |
|
|
2021
Q1 | $863K | Buy |
+36,436
| New | +$863K | 0.22% | 95 |
|
|
2020
Q4 | – | Sell |
-35,333
| Closed | -$694K | – | 189 |
|
|
2020
Q3 | $694K | Buy |
+35,333
| New | +$694K | 0.25% | 86 |
|
|
2020
Q2 | – | Sell |
-24,861
| Closed | -$352K | – | 160 |
|
|
2020
Q1 | $352K | Buy |
24,861
+9,194
| +59% | +$130K | 0.17% | 111 |
|
|
2019
Q4 | $372K | Buy |
15,667
+1,111
| +8% | +$26.4K | 0.15% | 121 |
|
|
2019
Q3 | $340K | Buy |
14,556
+1,415
| +11% | +$33.1K | 0.14% | 119 |
|
|
2019
Q2 | $353K | Buy |
13,141
+1,502
| +13% | +$40.3K | 0.15% | 119 |
|
|
2019
Q1 | $334K | Buy |
+11,639
| New | +$334K | 0.15% | 110 |
|