Kovack Advisors’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 | $361K | Sell |
5,755
-219
| -4% | -$13.8K | 0.04% | 410 |
|
|
2025
Q1 | $357K | Sell |
5,974
-763
| -11% | -$45.6K | 0.04% | 379 |
|
|
2024
Q4 | $365K | Buy |
+6,737
| New | +$365K | 0.04% | 393 |
|
|
2023
Q1 | – | Sell |
-6,885
| Closed | -$227K | – | 617 |
|
|
2022
Q4 | $227K | Buy |
+6,885
| New | +$227K | 0.03% | 486 |
|
|
2022
Q1 | – | Sell |
-18,438
| Closed | -$480K | – | 800 |
|
|
2021
Q4 | $480K | Buy |
+18,438
| New | +$480K | 0.05% | 393 |
|
|
2015
Q4 | – | Sell |
-8,519
| Closed | -$314K | – | 227 |
|
|
2015
Q3 | $314K | Buy |
8,519
+681
| +9% | +$25.1K | 0.22% | 125 |
|
|
2015
Q2 | $450K | Buy |
7,838
+784
| +11% | +$45K | 0.32% | 73 |
|
|
2015
Q1 | $357K | Buy |
7,054
+290
| +4% | +$14.7K | 0.3% | 89 |
|
|
2014
Q4 | $304K | Buy |
6,764
+782
| +13% | +$35.1K | 0.31% | 82 |
|
|
2014
Q3 | $331K | Sell |
5,982
-796
| -12% | -$44K | 0.49% | 42 |
|
|
2014
Q2 | $395K | Sell |
6,778
-4,594
| -40% | -$268K | 0.57% | 34 |
|
|
2014
Q1 | $460K | Sell |
11,372
-2,800
| -20% | -$113K | 1.57% | 16 |
|
|
2013
Q4 | $547K | Sell |
14,172
-397
| -3% | -$15.3K | 2.97% | 5 |
|
|
2013
Q3 | $530K | Buy |
14,569
+436
| +3% | +$15.9K | 2.72% | 9 |
|
|
2013
Q2 | $459K | Buy |
+14,133
| New | +$459K | 2.7% | 8 |
|