Cowen Prime Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$32.6K Hold
1,000
0.01% 149
2023
Q1
$30K Hold
1,000
0.01% 148
2022
Q4
$33K Hold
1,000
0.01% 142
2022
Q3
$29K Hold
1,000
0.02% 129
2022
Q2
$31K Hold
1,000
0.02% 129
2022
Q1
$33K Hold
1,000
0.01% 138
2021
Q4
$26K Hold
1,000
0.01% 139
2021
Q3
$26K Hold
1,000
0.01% 135
2021
Q2
$27K Hold
1,000
0.01% 133
2021
Q1
$24K Hold
1,000
0.01% 136
2020
Q4
$20K Hold
1,000
0.01% 138
2020
Q3
$20K Hold
1,000
0.01% 141
2020
Q2
$31K Hold
1,000
0.02% 129
2020
Q1
$14K Hold
1,000
0.01% 142
2019
Q4
$24K Hold
1,000
0.01% 133
2019
Q3
$24K Hold
1,000
0.01% 128
2019
Q2
$28K Hold
1,000
0.01% 134
2019
Q1
$29K Hold
1,000
0.02% 134
2018
Q4
$22K Hold
1,000
0.01% 143
2018
Q3
$27K Hold
1,000
0.01% 161
2018
Q2
$27K Hold
1,000
0.01% 163
2018
Q1
$25K Hold
1,000
0.01% 158
2017
Q4
$30K Hold
1,000
0.01% 156
2017
Q3
$30K Hold
1,000
0.01% 147
2017
Q2
$30K Hold
1,000
0.01% 150
2017
Q1
$30K Hold
1,000
0.02% 150
2016
Q4
$31K Hold
1,000
0.02% 144
2016
Q3
$31K Hold
1,000
0.01% 181
2016
Q2
$22K Hold
1,000
0.01% 171
2016
Q1
$16K Hold
1,000
0.01% 180
2015
Q4
$26K Sell
1,000
-105,550
-99% -$3.69M 0.01% 166
2015
Q3
$3.93M Buy
106,550
+21,850
+26% +$1.09M 1.83% 16
2015
Q2
$4.86M Buy
84,700
+2,200
+3% +$113K 1.9% 13
2015
Q1
$4.17M Buy
82,500
+800
+1% +$37.1K 1.72% 14
2014
Q4
$3.67M Hold
81,700
1.45% 18
2014
Q3
$4.52M Sell
81,700
-1,200
-1% -$68.9K 1.98% 14
2014
Q2
$4.83M Sell
82,900
-36,700
-31% -$1.7M 1.89% 13
2014
Q1
$4.85M Sell
119,600
-18,300
-13% -$741K 1.84% 13
2013
Q4
$5.32M Buy
137,900
+30,500
+28% +$1.1M 2.05% 11
2013
Q3
$3.9M Buy
+107,400
New +$3.76M 1.52% 15

Other funds holding WMB

Cowen Prime Advisors's WMB Position: Q2 2023 in Review

Cowen Prime Advisors held its Williams Companies (WMB) position steady in Q2 2023 at 1,000 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #149.

Cowen Prime Advisors first reported a position in WMB in Q3 2013 and has held it in 40 quarters since. The position peaked at $5.32M in Q4 2013. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

  • Cowen Prime Advisors held 1,000 shares of Williams Companies worth $32.6K as of Q2 2023.
  • Cowen Prime Advisors left its Williams Companies share count unchanged in Q2 2023.
  • Williams Companies made up 0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #149 holding.
  • Cowen Prime Advisors first reported a position in Williams Companies in Q3 2013 and has held it in 40 quarters since.
  • Cowen Prime Advisors's Williams Companies position peaked at $5.32M in Q4 2013.
  • 1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.