Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
WMB holding history
Williams Companies, Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMB overviewAll 13F holders of WMBFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −58,711−100.0% | Sold out | Holders |
| Q2 2023 | 58,711 | $1.92M | 0.2% | −2,844−4.6% | Reduced | Holders |
| Q1 2023 | 61,555 | $1.84M | 0.2% | +8,859+16.8% | Added | Holders |
| Q4 2022 | 52,696 | $1.73M | 0.2% | +5,177+10.9% | Added | Holders |
| Q3 2022 | 47,519 | $1.36M | 0.2% | +47,519 | New | Holders |