B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.08K | Buy |
98,583
+84,590
| +605% | +$2.64K | ﹤0.01% | 175 |
|
|
2022
Q1 | $468K | Buy |
13,993
+2,067
| +17% | +$69.1K | 0.04% | 342 |
|
|
2021
Q4 | $311K | Buy |
11,926
+2,384
| +25% | +$62.2K | 0.02% | 465 |
|
|
2021
Q3 | $248K | Buy |
+9,542
| New | +$248K | 0.02% | 501 |
|
|
2020
Q3 | – | Sell |
-14,174
| Closed | -$270K | – | 543 |
|
|
2020
Q2 | $270K | Sell |
14,174
-152,046
| -91% | -$2.9M | 0.03% | 321 |
|
|
2020
Q1 | $2.35M | Buy |
166,220
+115,602
| +228% | +$1.64M | 0.25% | 97 |
|
|
2019
Q4 | $1.2M | Buy |
50,618
+6,866
| +16% | +$163K | 0.18% | 122 |
|
|
2019
Q3 | $1.05M | Sell |
43,752
-356
| -0.8% | -$8.57K | 0.18% | 126 |
|
|
2019
Q2 | $1.24K | Sell |
44,108
-357
| -0.8% | -$10 | 0.19% | 105 |
|
|
2019
Q1 | $1.28M | Sell |
44,465
-350
| -0.8% | -$10.1K | 0.22% | 103 |
|
|
2018
Q4 | $988K | Buy |
44,815
+1,700
| +4% | +$37.5K | 0.21% | 113 |
|
|
2018
Q3 | $1.17M | Buy |
+43,115
| New | +$1.17M | 0.29% | 85 |
|
|
2015
Q3 | – | Sell |
-150
| Closed | -$8K | – | 754 |
|
|
2015
Q2 | $8K | Sell |
150
-2,480
| -94% | -$132K | 0.01% | 790 |
|
|
2015
Q1 | $133K | Buy |
2,630
+1,480
| +129% | +$74.8K | 0.1% | 240 |
|
|
2014
Q4 | $51K | Sell |
1,150
-2,500
| -68% | -$111K | 0.04% | 393 |
|
|
2014
Q3 | $202K | Buy |
3,650
+2,650
| +265% | +$147K | 0.15% | 189 |
|
|
2014
Q2 | $58K | Buy |
1,000
+850
| +567% | +$49.3K | 0.04% | 441 |
|
|
2014
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 867 |
|