SWM
SeaCrest Wealth Management’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
11,925
+2,010
| +20% | +$126K | 0.08% | 226 |
|
|
2025
Q1 | $593K | Buy |
9,915
+929
| +10% | +$55.5K | 0.07% | 284 |
|
|
2024
Q4 | $486K | Sell |
8,986
-723
| -7% | -$39.1K | 0.05% | 344 |
|
|
2024
Q3 | $443K | Buy |
9,709
+1,976
| +26% | +$90.2K | 0.05% | 376 |
|
|
2024
Q2 | $329K | Sell |
7,733
-2,089
| -21% | -$88.8K | 0.04% | 427 |
|
|
2024
Q1 | $383K | Sell |
9,822
-18,721
| -66% | -$730K | 0.05% | 379 |
|
|
2023
Q4 | $1.01M | Sell |
28,543
-1,716
| -6% | -$61K | 0.13% | 168 |
|
|
2023
Q3 | $1.02M | Sell |
30,259
-2,773
| -8% | -$93.4K | 0.13% | 163 |
|
|
2023
Q2 | $1.08M | Sell |
33,032
-1,354
| -4% | -$44.2K | 0.14% | 156 |
|
|
2023
Q1 | $1.03M | Buy |
34,386
+1,574
| +5% | +$47K | 0.14% | 158 |
|
|
2022
Q4 | $1.08M | Buy |
32,812
+2,780
| +9% | +$91.5K | 0.15% | 150 |
|
|
2022
Q3 | $860K | Buy |
30,032
+1,620
| +6% | +$46.4K | 0.13% | 175 |
|
|
2022
Q2 | $887K | Sell |
28,412
-3,763
| -12% | -$117K | 0.11% | 187 |
|
|
2022
Q1 | $1.08M | Buy |
32,175
+7,166
| +29% | +$239K | 0.12% | 178 |
|
|
2021
Q4 | $651K | Buy |
25,009
+3,921
| +19% | +$102K | 0.07% | 276 |
|
|
2021
Q3 | $547K | Sell |
21,088
-852
| -4% | -$22.1K | 0.07% | 307 |
|
|
2021
Q2 | $583K | Buy |
+21,940
| New | +$583K | 0.07% | 302 |
|
|
2020
Q4 | – | Sell |
-46,577
| Closed | -$915K | – | 654 |
|
|
2020
Q3 | $915K | Buy |
46,577
+23,273
| +100% | +$457K | 0.15% | 153 |
|
|
2020
Q2 | $443K | Buy |
+23,304
| New | +$443K | 0.08% | 274 |
|
|
2019
Q2 | – | Sell |
-6,243
| Closed | -$179K | – | 1847 |
|
|
2019
Q1 | $179K | Sell |
6,243
-64
| -1% | -$1.84K | 0.03% | 510 |
|
|
2018
Q4 | $139K | Sell |
6,307
-1,294
| -17% | -$28.5K | 0.03% | 544 |
|
|
2018
Q3 | $207K | Buy |
7,601
+2,661
| +54% | +$72.5K | 0.04% | 492 |
|
|
2018
Q2 | $134K | Buy |
4,940
+28
| +0.6% | +$760 | 0.02% | 629 |
|
|
2018
Q1 | $122K | Buy |
4,912
+1,088
| +28% | +$27K | 0.02% | 639 |
|
|
2017
Q4 | $117K | Buy |
+3,824
| New | +$117K | 0.02% | 658 |
|