Avidian Wealth Enterprises’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
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $910K | Sell |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $668K | Buy |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $532K | Sell |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $203K | Buy |
|