Avestar Capital’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
Q2
$303K Sell
2025
Q1
$300K Sell
2024
Q4
$339K Buy
2024
Q3
$238K Buy
2024
Q2
$208K Buy
2019
Q3
Sell
2019
Q2
$98K Sell
2019
Q1
$129K Buy
2018
Q4
$89K Sell
2018
Q3
$127K Buy
2018
Q2
$35K Buy
2018
Q1
$24K Sell
2017
Q4
$39K Buy