Alliance Wealth Advisors (Pennsylvania)’s Williams Companies WMB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,301	Closed	-$288K	–	148
2024 Q3	$288K	Sell	6,301 -74	-1%	-$3.25K	0.16%	117
2024 Q2	$271K	Sell	6,375 -55	-0.9%	-$2.21K	0.17%	113
2024 Q1	$251K	Buy	+6,430	New	+$228K	0.16%	121
2023 Q3	–	Sell	-9,091	Closed	-$297K	–	130
2023 Q2	$297K	Hold	9,091	–	–	0.21%	93
2023 Q1	$271K	Buy	9,091 +205	+2%	+$6.33K	0.2%	99
2022 Q4	$292K	Sell	8,886 -381	-4%	-$12.4K	0.24%	86
2022 Q3	$265K	Sell	9,267 -267	-3%	-$8.7K	0.25%	83
2022 Q2	$298K	Hold	9,534	–	–	0.26%	80
2022 Q1	$319K	Buy	+9,534	New	+$291K	0.26%	84

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s WMB Position: Q4 2024 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 6,301 shares — an estimated $288K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in WMB in Q1 2022 and held it in 9 quarters. The position peaked at $319K in Q1 2022. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 6,301 Williams Companies shares in Q4 2024, an estimated $288K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Williams Companies in Q1 2022 and held it in 9 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Williams Companies position peaked at $319K in Q1 2022.
1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2024, filed 28 Jan 2025.