Avion Wealth’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 | $49K | Buy |
790
+96
| +14% | +$5.95K | 0.01% | 207 |
|
|
2025
Q1 | $37K | Hold |
694
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $37K | Buy |
694
+19
| +3% | +$1.01K | 0.01% | 221 |
|
|
2024
Q3 | $30K | Buy |
675
+500
| +286% | +$22.2K | 0.01% | 218 |
|
|
2024
Q2 | $7K | Buy |
175
+50
| +40% | +$2K | ﹤0.01% | 417 |
|
|
2024
Q1 | $5K | Buy |
125
+44
| +54% | +$1.76K | ﹤0.01% | 480 |
|
|
2023
Q4 | $3K | Hold |
81
| – | – | ﹤0.01% | 515 |
|
|
2023
Q3 | $2K | Buy |
81
+4
| +5% | +$99 | ﹤0.01% | 539 |
|
|
2023
Q2 | $2K | Buy |
77
+32
| +71% | +$831 | ﹤0.01% | 509 |
|
|
2023
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 496 |
|
|
2020
Q2 | – | Sell |
-966
| Closed | -$14K | – | 315 |
|
|
2020
Q1 | $14K | Buy |
+966
| New | +$14K | 0.01% | 145 |
|