Avestar Capital’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
4,828
-198
| -4% | -$12.4K | 0.02% | 346 |
|
|
2025
Q1 | $300K | Sell |
5,026
-1,229
| -20% | -$73.4K | 0.03% | 327 |
|
|
2024
Q4 | $339K | Buy |
6,255
+1,045
| +20% | +$56.6K | 0.03% | 330 |
|
|
2024
Q3 | $238K | Buy |
5,210
+306
| +6% | +$14K | 0.02% | 381 |
|
|
2024
Q2 | $208K | Buy |
+4,904
| New | +$208K | 0.02% | 379 |
|
|
2019
Q3 | – | Sell |
-3,614
| Closed | -$98K | – | 851 |
|
|
2019
Q2 | $98K | Sell |
3,614
-1,010
| -22% | -$27.4K | 0.06% | 194 |
|
|
2019
Q1 | $129K | Buy |
4,624
+373
| +9% | +$10.4K | 0.08% | 161 |
|
|
2018
Q4 | $89K | Sell |
4,251
-571
| -12% | -$12K | 0.06% | 194 |
|
|
2018
Q3 | $127K | Buy |
4,822
+3,384
| +235% | +$89.1K | 0.07% | 170 |
|
|
2018
Q2 | $35K | Buy |
1,438
+367
| +34% | +$8.93K | 0.02% | 302 |
|
|
2018
Q1 | $24K | Sell |
1,071
-359
| -25% | -$8.05K | 0.02% | 312 |
|
|
2017
Q4 | $39K | Buy |
+1,430
| New | +$39K | 0.03% | 274 |
|