BEI
Benjamin Edwards Inc’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
120,846
+17,646
| +17% | +$1.11M | 0.1% | 200 |
|
|
2025
Q1 | $6.17M | Buy |
103,200
+8,142
| +9% | +$487K | 0.09% | 222 |
|
|
2024
Q4 | $5.14M | Sell |
95,058
-11,040
| -10% | -$597K | 0.07% | 257 |
|
|
2024
Q3 | $4.84M | Buy |
106,098
+99,652
| +1,546% | +$4.55M | 0.07% | 264 |
|
|
2024
Q2 | $274K | Sell |
6,446
-200
| -3% | -$8.5K | 0.05% | 306 |
|
|
2024
Q1 | $259K | Sell |
6,646
-194
| -3% | -$7.56K | 0.05% | 303 |
|
|
2023
Q4 | $238K | Sell |
6,840
-190
| -3% | -$6.61K | 0.05% | 287 |
|
|
2023
Q3 | $237K | Sell |
7,030
-474
| -6% | -$16K | 0.06% | 256 |
|
|
2023
Q2 | $245K | Sell |
7,504
-861
| -10% | -$28.1K | 0.06% | 250 |
|
|
2023
Q1 | $250K | Sell |
8,365
-41
| -0.5% | -$1.23K | 0.06% | 243 |
|
|
2022
Q4 | $277K | Sell |
8,406
-6,705
| -44% | -$221K | 0.07% | 227 |
|
|
2022
Q3 | $433K | Sell |
15,111
-858
| -5% | -$24.6K | 0.13% | 179 |
|
|
2022
Q2 | $498K | Sell |
15,969
-418
| -3% | -$13K | 0.15% | 173 |
|
|
2022
Q1 | $548K | Buy |
16,387
+343
| +2% | +$11.5K | 0.16% | 157 |
|
|
2021
Q4 | $418K | Buy |
16,044
+324
| +2% | +$8.44K | 0.14% | 167 |
|
|
2021
Q3 | $408K | Sell |
15,720
-161
| -1% | -$4.18K | 0.25% | 127 |
|
|
2021
Q2 | $422K | Sell |
15,881
-188
| -1% | -$5K | 0.29% | 116 |
|
|
2021
Q1 | $381K | Sell |
16,069
-724
| -4% | -$17.2K | 0.29% | 114 |
|
|
2020
Q4 | $337K | Sell |
16,793
-4,664
| -22% | -$93.6K | 0.26% | 116 |
|
|
2020
Q3 | $422K | Sell |
21,457
-1,765
| -8% | -$34.7K | 0.35% | 95 |
|
|
2020
Q2 | $442K | Buy |
23,222
+1,058
| +5% | +$20.1K | 0.37% | 91 |
|
|
2020
Q1 | $314K | Buy |
22,164
+21,713
| +4,814% | +$308K | 0.33% | 106 |
|
|
2019
Q4 | $11K | Buy |
451
+5
| +1% | +$122 | 0.02% | 223 |
|
|
2019
Q3 | $11K | Sell |
446
-5
| -1% | -$123 | 0.02% | 217 |
|
|
2019
Q2 | $13K | Sell |
451
-2,067
| -82% | -$59.6K | 0.03% | 203 |
|
|
2019
Q1 | $72K | Buy |
+2,518
| New | +$72K | 0.34% | 91 |
|