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BRWM
B. Riley Wealth Management’s
Williams Companies
WMB
Stock Holding History
B. Riley Wealth Management’s Portfolio
WMB Stock Details
WMB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
$3.08K
Buy
98,583
+84,590
+605%
+$2.92M
﹤0.01%
175
2022
Q1
$468K
Buy
13,993
+2,067
+17%
+$63.2K
0.04%
342
2021
Q4
$311K
Buy
11,926
+2,384
+25%
+$65.9K
0.02%
465
2021
Q3
$248K
Buy
+9,542
New
+$240K
0.02%
501
2020
Q3
–
Sell
-14,174
Closed
-$270K
–
543
2020
Q2
$270K
Sell
14,174
-152,046
-91%
-$2.83M
0.03%
321
2020
Q1
$2.35M
Buy
166,220
+115,602
+228%
+$2.24M
0.25%
97
2019
Q4
$1.2M
Buy
50,618
+6,866
+16%
+$157K
0.18%
122
2019
Q3
$1.05M
Sell
43,752
-356
-0.8%
-$8.97K
0.18%
126
2019
Q2
$1.24K
Sell
44,108
-357
-0.8%
-$9.92K
0.19%
105
2019
Q1
$1.28M
Sell
44,465
-350
-0.8%
-$9.38K
0.22%
103
2018
Q4
$988K
Buy
44,815
+1,700
+4%
+$42.5K
0.21%
113
2018
Q3
$1.17M
Buy
+43,115
New
+$1.25M
0.29%
85
2015
Q3
–
Sell
-150
Closed
-$8K
–
755
2015
Q2
$8K
Sell
150
-2,480
-94%
-$128K
0.01%
790
2015
Q1
$133K
Buy
2,630
+1,480
+129%
+$68.6K
0.1%
240
2014
Q4
$51K
Sell
1,150
-2,500
-68%
-$128K
0.04%
393
2014
Q3
$202K
Buy
3,650
+2,650
+265%
+$152K
0.15%
189
2014
Q2
$58K
Buy
1,000
+850
+567%
+$39.4K
0.04%
441
2014
Q1
$6K
Buy
+150
New
+$6.08K
﹤0.01%
868
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1-Year Est. Return
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14.68%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Deutsche Bank
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$303B AUM
30.15%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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