BRWA
B. Riley Wealth Advisors’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
+5,936
| New | +$373K | 0.02% | 619 |
|
|
2024
Q4 | $5.06M | Sell |
93,548
-22,435
| -19% | -$1.21M | 0.17% | 137 |
|
|
2024
Q3 | $5.32M | Sell |
115,983
-48,377
| -29% | -$2.22M | 0.15% | 152 |
|
|
2024
Q2 | $6.99M | Sell |
164,360
-47,001
| -22% | -$2M | 0.18% | 118 |
|
|
2024
Q1 | $7.12M | Buy |
211,361
+6,254
| +3% | +$211K | 0.19% | 115 |
|
|
2023
Q4 | $7.14M | Sell |
205,107
-6,254
| -3% | -$218K | 0.19% | 117 |
|
|
2023
Q3 | $7.12M | Buy |
211,361
+3,019
| +1% | +$102K | 0.19% | 115 |
|
|
2023
Q2 | $6.8M | Sell |
208,342
-728
| -0.3% | -$23.8K | 0.15% | 140 |
|
|
2023
Q1 | $6.24M | Sell |
209,070
-13,927
| -6% | -$416K | 0.17% | 141 |
|
|
2022
Q4 | $7.34M | Sell |
222,997
-42,248
| -16% | -$1.39M | 0.21% | 111 |
|
|
2022
Q3 | $7.6M | Buy |
265,245
+86,611
| +48% | +$2.48M | 0.23% | 94 |
|
|
2022
Q2 | $5.58M | Sell |
178,634
-352
| -0.2% | -$11K | 0.23% | 94 |
|
|
2022
Q1 | $5.98M | Sell |
178,986
-9,821
| -5% | -$328K | 0.2% | 112 |
|
|
2021
Q4 | $4.92M | Buy |
188,807
+5,311
| +3% | +$138K | 0.14% | 154 |
|
|
2021
Q3 | $4.76M | Buy |
183,496
+728
| +0.4% | +$18.9K | 0.15% | 151 |
|
|
2021
Q2 | $4.85M | Sell |
182,768
-1,508
| -0.8% | -$40K | 0.16% | 151 |
|
|
2021
Q1 | $4.37M | Buy |
184,276
+167,574
| +1,003% | +$3.97M | 0.15% | 153 |
|
|
2020
Q4 | $336K | Sell |
16,702
-712
| -4% | -$14.3K | 0.02% | 697 |
|
|
2020
Q3 | $343K | Sell |
17,414
-211
| -1% | -$4.16K | 0.02% | 671 |
|
|
2020
Q2 | $336K | Sell |
17,625
-4,581
| -21% | -$87.3K | 0.02% | 592 |
|
|
2020
Q1 | $315K | Buy |
22,206
+5,909
| +36% | +$83.8K | 0.03% | 524 |
|
|
2019
Q4 | $388K | Sell |
16,297
-4,182
| -20% | -$99.6K | 0.03% | 509 |
|
|
2019
Q3 | $494K | Buy |
20,479
+2,261
| +12% | +$54.5K | 0.05% | 412 |
|
|
2019
Q2 | $512K | Buy |
18,218
+971
| +6% | +$27.3K | 0.06% | 365 |
|
|
2019
Q1 | $495K | Buy |
17,247
+602
| +4% | +$17.3K | 0.06% | 347 |
|
|
2018
Q4 | $368K | Sell |
16,645
-22,888
| -58% | -$506K | 0.05% | 380 |
|
|
2018
Q3 | $1.08M | Buy |
39,533
+25,315
| +178% | +$689K | 0.13% | 178 |
|
|
2018
Q2 | $386K | Buy |
14,218
+3,564
| +33% | +$96.8K | 0.05% | 396 |
|
|
2018
Q1 | $266K | Buy |
10,654
+141
| +1% | +$3.52K | 0.04% | 491 |
|
|
2017
Q4 | $321K | Sell |
10,513
-12,167
| -54% | -$372K | 0.04% | 422 |
|
|
2017
Q3 | $685K | Buy |
22,680
+12,498
| +123% | +$377K | 0.11% | 198 |
|
|
2017
Q2 | $309K | Buy |
10,182
+726
| +8% | +$22K | 0.06% | 354 |
|
|
2017
Q1 | $280K | Sell |
9,456
-1,228
| -11% | -$36.4K | 0.06% | 360 |
|
|
2016
Q4 | $333K | Sell |
10,684
-6,001
| -36% | -$187K | 0.07% | 324 |
|
|
2016
Q3 | $513K | Buy |
16,685
+7,410
| +80% | +$228K | 0.1% | 256 |
|
|
2016
Q2 | $201K | Buy |
+9,275
| New | +$201K | 0.04% | 535 |
|
|
2015
Q4 | – | Sell |
-10,006
| Closed | -$369K | – | 623 |
|
|
2015
Q3 | $369K | Buy |
10,006
+2,194
| +28% | +$80.9K | 0.09% | 296 |
|
|
2015
Q2 | $449K | Sell |
7,812
-9,290
| -54% | -$534K | 0.11% | 230 |
|
|
2015
Q1 | $865K | Sell |
17,102
-3,708
| -18% | -$188K | 0.21% | 126 |
|
|
2014
Q4 | $6.82K | Buy |
20,810
+13,879
| +200% | +$4.55K | 0.15% | 161 |
|
|
2014
Q3 | $384K | Sell |
6,931
-15,455
| -69% | -$856K | 0.1% | 275 |
|
|
2014
Q2 | $910K | Buy |
22,386
+15,457
| +223% | +$628K | 0.21% | 103 |
|
|
2014
Q1 | $281K | Buy |
6,929
+342
| +5% | +$13.9K | 0.08% | 282 |
|
|
2013
Q4 | $254K | Buy |
6,587
+256
| +4% | +$9.87K | 0.08% | 281 |
|
|
2013
Q3 | $230K | Buy |
6,331
+461
| +8% | +$16.7K | 0.08% | 288 |
|
|
2013
Q2 | $191K | Buy |
+5,870
| New | +$191K | 0.06% | 344 |
|