Sowell Financial Services’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $957K | Buy |
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|
2025
Q2 | $943K | Sell |
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|
2025
Q1 | $916K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q3 | $113K | Buy |
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|
2020
Q2 | $103K | Sell |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q4 | $473K | Buy |
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|
2019
Q3 | $189K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $19K | Buy |
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