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Aveo Capital Partners’s Williams Companies WMB Stock Holding History

Aveo Capital Partners’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,454
Closed -$349K – 347
2024
Q4 		$349K Buy
6,454
+46
+0.7% +$2.48K 0.04% 259
2024
Q3 		$293K Sell
6,408
-655
-9% -$28.8K 0.03% 285
2024
Q2 		$300K Sell
7,063
-27,040
-79% -$1.08M 0.03% 259
2024
Q1 		$1.32M Sell
34,103
-370
-1% -$13.1K 0.14% 121
2023
Q4 		$1.2M Sell
34,473
-1,659
-5% -$58.2K 0.14% 112
2023
Q3 		$1.22M Sell
36,132
-548
-1% -$18.7K 0.16% 114
2023
Q2 		$1.2M Sell
36,680
-3,692
-9% -$111K 0.15% 114
2023
Q1 		$1.21M Sell
40,372
-2,460
-6% -$76K 0.16% 102
2022
Q4 		$1.41M Buy
42,832
+3,751
+10% +$122K 0.21% 93
2022
Q3 		$1.12M Buy
39,081
+1,428
+4% +$46.5K 0.19% 96
2022
Q2 		$1.18M Sell
37,653
-3,245
-8% -$112K 0.19% 102
2022
Q1 		$1.37M Buy
40,898
+1,026
+3% +$31.4K 0.24% 87
2021
Q4 		$1.04M Buy
39,872
+341
+0.9% +$9.42K 0.19% 111
2021
Q3 		$1.02M Buy
39,531
+1,762
+5% +$44.4K 0.21% 95
2021
Q2 		$1M Buy
37,769
+1,333
+4% +$34.1K 0.22% 97
2021
Q1 		$863K Buy
+36,436
New +$828K 0.22% 95
2020
Q4 		– Sell
-35,333
Closed -$694K – 189
2020
Q3 		$694K Buy
+35,333
New +$719K 0.25% 86
2020
Q2 		– Sell
-24,861
Closed -$352K – 162
2020
Q1 		$352K Buy
24,861
+9,194
+59% +$178K 0.17% 111
2019
Q4 		$372K Buy
15,667
+1,111
+8% +$25.4K 0.15% 121
2019
Q3 		$340K Buy
14,556
+1,415
+11% +$35.7K 0.14% 119
2019
Q2 		$353K Buy
13,141
+1,502
+13% +$41.7K 0.15% 119
2019
Q1 		$334K Buy
+11,639
New +$312K 0.15% 110

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Aveo Capital Partners's WMB Position: Q1 2025 in Review

Aveo Capital Partners sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 6,454 shares — an estimated $349K sold.

Aveo Capital Partners first reported a position in WMB in Q1 2019 and held it in 22 quarters. The position peaked at $1.41M in Q4 2022. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Aveo Capital Partners reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 6,454 Williams Companies shares in Q1 2025, an estimated $349K.
  • Aveo Capital Partners first reported a position in Williams Companies in Q1 2019 and held it in 22 quarters.
  • Aveo Capital Partners's Williams Companies position peaked at $1.41M in Q4 2022.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.