Avidian Wealth Enterprises’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 | $1.04M | Sell |
16,632
-789
| -5% | -$49.6K | 0.04% | 195 |
|
|
2025
Q1 | $1.04M | Buy |
17,421
+613
| +4% | +$36.6K | 0.05% | 194 |
|
|
2024
Q4 | $910K | Sell |
16,808
-587
| -3% | -$31.8K | 0.04% | 201 |
|
|
2024
Q3 | $794K | Buy |
17,395
+527
| +3% | +$24.1K | 0.04% | 219 |
|
|
2024
Q2 | $717K | Sell |
16,868
-276
| -2% | -$11.7K | 0.03% | 221 |
|
|
2024
Q1 | $668K | Buy |
17,144
+251
| +1% | +$9.78K | 0.03% | 214 |
|
|
2023
Q4 | $588K | Buy |
16,893
+1,292
| +8% | +$45K | 0.04% | 234 |
|
|
2023
Q3 | $526K | Sell |
15,601
-769
| -5% | -$25.9K | 0.04% | 245 |
|
|
2023
Q2 | $534K | Sell |
16,370
-27,271
| -62% | -$890K | 0.04% | 256 |
|
|
2023
Q1 | $1.3M | Sell |
43,641
-2,737
| -6% | -$81.7K | 0.07% | 170 |
|
|
2022
Q4 | $1.53M | Buy |
46,378
+25,042
| +117% | +$824K | 0.1% | 137 |
|
|
2022
Q3 | $611K | Buy |
21,336
+5,044
| +31% | +$144K | 0.04% | 206 |
|
|
2022
Q2 | $508K | Buy |
16,292
+380
| +2% | +$11.8K | 0.04% | 263 |
|
|
2022
Q1 | $532K | Sell |
15,912
-7,488
| -32% | -$250K | 0.03% | 279 |
|
|
2021
Q4 | $609K | Buy |
23,400
+7,800
| +50% | +$203K | 0.04% | 259 |
|
|
2021
Q3 | $405K | Buy |
15,600
+2
| +0% | +$52 | 0.03% | 245 |
|
|
2021
Q2 | $414K | Buy |
15,598
+2,103
| +16% | +$55.8K | 0.03% | 256 |
|
|
2021
Q1 | $320K | Sell |
13,495
-4
| -0% | -$95 | 0.03% | 279 |
|
|
2020
Q4 | $271K | Sell |
13,499
-746
| -5% | -$15K | 0.03% | 264 |
|
|
2020
Q3 | $280K | Sell |
14,245
-178
| -1% | -$3.5K | 0.03% | 225 |
|
|
2020
Q2 | $274K | Buy |
14,423
+66
| +0.5% | +$1.25K | 0.04% | 209 |
|
|
2020
Q1 | $203K | Buy |
+14,357
| New | +$203K | 0.03% | 193 |
|