Aviso Financial’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 | $6.38M | Buy |
101,582
+5,281
| +5% | +$332K | 0.29% | 50 |
|
|
2025
Q1 | $5.75M | Buy |
96,301
+7,826
| +9% | +$468K | 0.28% | 52 |
|
|
2024
Q4 | $4.79M | Buy |
88,475
+2,459
| +3% | +$133K | 0.24% | 58 |
|
|
2024
Q3 | $3.93M | Buy |
86,016
+6,223
| +8% | +$284K | 0.19% | 66 |
|
|
2024
Q2 | $3.39M | Buy |
+79,793
| New | +$3.39M | 0.19% | 68 |
|