Avion Wealth’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 | $46K | Sell |
|
|||||
|
2025
Q2 | $49K | Buy |
|
|||||
|
2025
Q1 | $37K | Hold |
|
|||||
|
2024
Q4 | $37K | Buy |
|
|||||
|
2024
Q3 | $30K | Buy |
|
|||||
|
2024
Q2 | $7K | Buy |
|
|||||
|
2024
Q1 | $5K | Buy |
|
|||||
|
2023
Q4 | $3K | Hold |
|
|||||
|
2023
Q3 | $2K | Buy |
|
|||||
|
2023
Q2 | $2K | Buy |
|
|||||
|
2023
Q1 | $1K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $14K | Buy |
|