SWMG
Signature Wealth Management Group’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
82,573
-2,093
| -2% | -$131K | 2.05% | 11 |
|
|
2025
Q1 | $5.06M | Sell |
84,666
-1,024
| -1% | -$61.2K | 1.97% | 10 |
|
|
2024
Q4 | $4.64M | Sell |
85,690
-28,847
| -25% | -$1.56M | 1.86% | 11 |
|
|
2024
Q3 | $5.23M | Sell |
114,537
-1,242
| -1% | -$56.7K | 2.1% | 9 |
|
|
2024
Q2 | $4.92M | Sell |
115,779
-9,616
| -8% | -$409K | 2.15% | 8 |
|
|
2024
Q1 | $4.83M | Sell |
125,395
-4,577
| -4% | -$176K | 2.2% | 8 |
|
|
2023
Q4 | $4.53M | Buy |
+129,972
| New | +$4.53M | 2.09% | 10 |
|
|
2023
Q2 | $4.53M | Buy |
138,803
+3,874
| +3% | +$126K | 2.11% | 10 |
|
|
2023
Q1 | $4.03M | Buy |
134,929
+2,641
| +2% | +$78.9K | 1.91% | 17 |
|
|
2022
Q4 | $4.35M | Sell |
132,288
-1,563
| -1% | -$51.4K | 2.13% | 11 |
|
|
2022
Q3 | $3.83M | Sell |
133,851
-87
| -0.1% | -$2.49K | 1.95% | 13 |
|
|
2022
Q2 | $4.18M | Sell |
133,938
-2,356
| -2% | -$73.5K | 2.03% | 10 |
|
|
2022
Q1 | $4.55M | Buy |
+136,294
| New | +$4.55M | 2.05% | 8 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | – | – | 302 |
|
|
2018
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 354 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | – | – | 348 |
|
|
2018
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 394 |
|
|
2017
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 389 |
|