Annapolis Financial Services’s Williams Companies WMB Stock Holding History

Annapolis Financial Services’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 Q3	$11.5K	Hold	252	–	–	﹤0.01%	272
2024 Q2	$10.7K	Hold	252	–	–	﹤0.01%	271
2024 Q1	$9.82K	Hold	252	–	–	﹤0.01%	276
2023 Q4	$8.78K	Sell	252 -24	-9%	-$842	﹤0.01%	361
2023 Q3	$9.3K	Hold	276	–	–	﹤0.01%	353
2023 Q2	$9.01K	Buy	276 +24	+10%	+$720	﹤0.01%	353
2023 Q1	$7.53K	Hold	252	–	–	﹤0.01%	332
2022 Q4	$8.29K	Sell	252 -1,240	-83%	-$40.4K	﹤0.01%	320
2022 Q3	$43K	Buy	1,492 +252	+20%	+$8.21K	0.02%	180
2022 Q2	$39K	Hold	1,240	–	–	0.01%	193
2022 Q1	$41K	Hold	1,240	–	–	0.01%	199
2021 Q4	$32K	Buy	+1,240	New	+$34.3K	0.01%	226

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

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

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

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

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

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

Annapolis Financial Services's WMB Position: Q3 2024 in Review

Annapolis Financial Services held its Williams Companies (WMB) position steady in Q3 2024 at 252 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Annapolis Financial Services first reported a position in WMB in Q4 2021 and has held it in 12 quarters since. The position peaked at $43K in Q3 2022. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

Annapolis Financial Services held 252 shares of Williams Companies worth $11.5K as of Q3 2024.
Annapolis Financial Services left its Williams Companies share count unchanged in Q3 2024.
Williams Companies made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #272 holding.
Annapolis Financial Services first reported a position in Williams Companies in Q4 2021 and has held it in 12 quarters since.
Annapolis Financial Services's Williams Companies position peaked at $43K in Q3 2022.
1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.