Avior Wealth Management’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 | $282K | Buy |
4,491
+247
| +6% | +$15.5K | 0.01% | 584 |
|
|
2025
Q1 | $254K | Sell |
4,244
-1,392
| -25% | -$83.2K | 0.01% | 593 |
|
|
2024
Q4 | $305K | Buy |
5,636
+277
| +5% | +$15K | 0.01% | 587 |
|
|
2024
Q3 | $245K | Sell |
5,359
-13,850
| -72% | -$632K | 0.01% | 650 |
|
|
2024
Q2 | $816K | Sell |
19,209
-6,169
| -24% | -$262K | 0.04% | 319 |
|
|
2024
Q1 | $989K | Buy |
25,378
+3,232
| +15% | +$126K | 0.05% | 289 |
|
|
2023
Q4 | $771K | Sell |
22,146
-1,597
| -7% | -$55.6K | 0.05% | 250 |
|
|
2023
Q3 | $800K | Buy |
23,743
+486
| +2% | +$16.4K | 0.05% | 229 |
|
|
2023
Q2 | $759K | Sell |
23,257
-3,203
| -12% | -$105K | 0.05% | 245 |
|
|
2023
Q1 | $790K | Buy |
26,460
+194
| +0.7% | +$5.79K | 0.05% | 237 |
|
|
2022
Q4 | $864K | Buy |
26,266
+13
| +0% | +$428 | 0.07% | 206 |
|
|
2022
Q3 | $750K | Buy |
26,253
+3,633
| +16% | +$104K | 0.06% | 205 |
|
|
2022
Q2 | $705K | Sell |
22,620
-1,123
| -5% | -$35K | 0.07% | 200 |
|
|
2022
Q1 | $792K | Sell |
23,743
-1,505
| -6% | -$50.2K | 0.07% | 206 |
|
|
2021
Q4 | $656K | Buy |
25,248
+17
| +0.1% | +$442 | 0.05% | 272 |
|
|
2021
Q3 | $654K | Buy |
25,231
+23,917
| +1,820% | +$620K | 0.05% | 257 |
|
|
2021
Q2 | $34K | Buy |
1,314
+16
| +1% | +$414 | ﹤0.01% | 577 |
|
|
2021
Q1 | $30K | Buy |
1,298
+19
| +1% | +$439 | ﹤0.01% | 584 |
|
|
2020
Q4 | $25K | Sell |
1,279
-9,648
| -88% | -$189K | ﹤0.01% | 586 |
|
|
2020
Q3 | $214K | Buy |
10,927
+2,917
| +36% | +$57.1K | 0.03% | 364 |
|
|
2020
Q2 | $151K | Sell |
8,010
-1,717
| -18% | -$32.4K | 0.02% | 400 |
|
|
2020
Q1 | $137K | Sell |
9,727
-5,629
| -37% | -$79.3K | 0.03% | 393 |
|
|
2019
Q4 | $363K | Sell |
15,356
-1,425
| -8% | -$33.7K | 0.06% | 280 |
|
|
2019
Q3 | $402K | Buy |
16,781
+620
| +4% | +$14.9K | 0.07% | 251 |
|
|
2019
Q2 | $453K | Buy |
16,161
+338
| +2% | +$9.47K | 0.08% | 225 |
|
|
2019
Q1 | $453K | Sell |
15,823
-1,479
| -9% | -$42.3K | 0.1% | 214 |
|
|
2018
Q4 | $381K | Sell |
17,302
-2,911
| -14% | -$64.1K | 0.09% | 210 |
|
|
2018
Q3 | $550K | Buy |
20,213
+16,815
| +495% | +$458K | 0.12% | 171 |
|
|
2018
Q2 | $92K | Buy |
3,398
+108
| +3% | +$2.92K | 0.02% | 447 |
|
|
2018
Q1 | $82K | Sell |
3,290
-3,589
| -52% | -$89.5K | 0.02% | 456 |
|
|
2017
Q4 | $210K | Buy |
6,879
+6,101
| +784% | +$186K | 0.05% | 321 |
|
|
2017
Q3 | $23K | Buy |
778
+243
| +45% | +$7.18K | 0.01% | 269 |
|
|
2017
Q2 | $16K | Hold |
535
| – | – | 0.01% | 277 |
|
|
2017
Q1 | $16K | Sell |
535
-416
| -44% | -$12.4K | 0.01% | 320 |
|
|
2016
Q4 | $30K | Buy |
951
+115
| +14% | +$3.63K | 0.01% | 254 |
|
|
2016
Q3 | $26K | Buy |
836
+214
| +34% | +$6.66K | 0.01% | 275 |
|
|
2016
Q2 | $13K | Buy |
622
+221
| +55% | +$4.62K | 0.01% | 321 |
|
|
2016
Q1 | $6K | Sell |
401
-70
| -15% | -$1.05K | ﹤0.01% | 385 |
|
|
2015
Q4 | $12K | Buy |
471
+24
| +5% | +$611 | 0.01% | 304 |
|
|
2015
Q3 | $16K | Buy |
447
+24
| +6% | +$859 | 0.01% | 252 |
|
|
2015
Q2 | $24K | Buy |
423
+223
| +112% | +$12.7K | 0.02% | 192 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2014
Q4 | $9K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2014
Q3 | $11K | Hold |
200
| – | – | 0.01% | 227 |
|
|
2014
Q2 | $12K | Hold |
200
| – | – | 0.01% | 227 |
|
|
2014
Q1 | $8K | Buy |
+200
| New | +$8K | 0.01% | 243 |
|