Jefferies Financial Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.9M | Buy |
588,201
+107,829
| +22% | +$6.77M | 0.31% | 36 |
|
2025
Q1 | $28.7M | Buy |
480,372
+418,865
| +681% | +$25M | 0.25% | 41 |
|
2024
Q4 | $3.33M | Buy |
+61,507
| New | +$3.33M | 0.02% | 363 |
|
2024
Q3 | – | Sell |
-8,151
| Closed | -$346K | – | 1426 |
|
2024
Q2 | $346K | Sell |
8,151
-21,849
| -73% | -$929K | ﹤0.01% | 835 |
|
2024
Q1 | $1.17M | Sell |
30,000
-26,000
| -46% | -$1.01M | 0.01% | 541 |
|
2023
Q4 | $1.95M | Buy |
56,000
+43,265
| +340% | +$1.51M | 0.01% | 463 |
|
2023
Q3 | $429K | Buy |
+12,735
| New | +$429K | ﹤0.01% | 754 |
|
2023
Q2 | – | Sell |
-18,008
| Closed | -$538K | – | 1490 |
|
2023
Q1 | $538K | Buy |
18,008
+17,508
| +3,502% | +$523K | ﹤0.01% | 696 |
|
2022
Q4 | $16.5K | Buy |
+500
| New | +$16.5K | ﹤0.01% | 980 |
|