Sowell Financial Services’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 | $943K | Sell |
15,006
-328
| -2% | -$20.6K | 0.04% | 429 |
|
|
2025
Q1 | $916K | Buy |
15,334
+510
| +3% | +$30.5K | 0.04% | 411 |
|
|
2024
Q4 | $802K | Buy |
14,824
+3,938
| +36% | +$213K | 0.04% | 346 |
|
|
2024
Q3 | $497K | Sell |
10,886
-810
| -7% | -$37K | 0.02% | 441 |
|
|
2024
Q2 | $497K | Buy |
11,696
+18
| +0.2% | +$765 | 0.02% | 437 |
|
|
2024
Q1 | $455K | Sell |
11,678
-78
| -0.7% | -$3.04K | 0.02% | 463 |
|
|
2023
Q4 | $409K | Sell |
11,756
-1,236
| -10% | -$43K | 0.02% | 453 |
|
|
2023
Q3 | $438K | Sell |
12,992
-19,065
| -59% | -$643K | 0.03% | 421 |
|
|
2023
Q2 | $1.05M | Buy |
+32,057
| New | +$1.05M | 0.06% | 348 |
|
|
2023
Q1 | – | Sell |
-42,126
| Closed | -$1.39M | – | 847 |
|
|
2022
Q4 | $1.39M | Buy |
42,126
+27,409
| +186% | +$902K | 0.09% | 250 |
|
|
2022
Q3 | $421K | Buy |
+14,717
| New | +$421K | 0.04% | 337 |
|
|
2022
Q2 | – | Sell |
-10,144
| Closed | -$350K | – | 338 |
|
|
2022
Q1 | $350K | Buy |
+10,144
| New | +$350K | 0.06% | 153 |
|
|
2021
Q2 | – | Sell |
-5,674
| Closed | -$142K | – | 2747 |
|
|
2021
Q1 | $142K | Sell |
5,674
-755
| -12% | -$18.9K | ﹤0.01% | 1217 |
|
|
2020
Q4 | $129K | Buy |
6,429
+696
| +12% | +$14K | 0.01% | 1058 |
|
|
2020
Q3 | $113K | Buy |
5,733
+311
| +6% | +$6.13K | 0.01% | 934 |
|
|
2020
Q2 | $103K | Sell |
5,422
-17,054
| -76% | -$324K | 0.01% | 955 |
|
|
2020
Q1 | $318K | Buy |
22,476
+2,528
| +13% | +$35.8K | 0.02% | 525 |
|
|
2019
Q4 | $473K | Buy |
19,948
+12,074
| +153% | +$286K | 0.04% | 468 |
|
|
2019
Q3 | $189K | Buy |
+7,874
| New | +$189K | 0.02% | 664 |
|
|
2017
Q1 | – | Sell |
-647
| Closed | -$19K | – | 568 |
|
|
2016
Q4 | $19K | Buy |
+647
| New | +$19K | 0.01% | 430 |
|