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Carolinas Wealth Consulting’s Williams Companies WMB Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,397
Closed -$83.5K – 966
2025
Q1 		$83.5K Buy
1,397
+364
+35% +$20.8K 0.02% 274
2024
Q4 		$55.9K Buy
1,033
+7
+0.7% +$377 0.01% 343
2024
Q3 		$46.8K Buy
1,026
+837
+443% +$36.8K 0.01% 376
2024
Q2 		$8.03K Buy
189
+15
+9% +$602 ﹤0.01% 589
2024
Q1 		$6.78K Buy
174
+39
+29% +$1.39K ﹤0.01% 611
2023
Q4 		$4.7K Sell
135
-86
-39% -$3.02K ﹤0.01% 634
2023
Q3 		$7.6K Buy
221
+1
+0.5% +$34 ﹤0.01% 554
2023
Q2 		$7.18K Buy
220
+64
+41% +$1.92K ﹤0.01% 635
2023
Q1 		$4.66K Sell
156
-32
-17% -$989 ﹤0.01% 694
2022
Q4 		$6.18K Buy
188
+32
+21% +$1.04K ﹤0.01% 671
2022
Q3 		$4K Hold
156
– – ﹤0.01% 695
2022
Q2 		$5K Hold
156
– – ﹤0.01% 666
2022
Q1 		$5K Buy
156
+15
+11% +$458 ﹤0.01% 708
2021
Q4 		$4K Buy
141
+13
+10% +$359 ﹤0.01% 750
2021
Q3 		$3K Hold
128
– – ﹤0.01% 762
2021
Q2 		$3K Buy
128
+58
+83% +$1.49K ﹤0.01% 782
2021
Q1 		$2K Sell
70
-1,177
-94% -$26.7K ﹤0.01% 839
2020
Q4 		$25K Sell
1,247
-175
-12% -$3.55K 0.01% 444
2020
Q3 		$28K Buy
1,422
+220
+18% +$4.48K 0.01% 358
2020
Q2 		$23K Buy
+1,202
New +$22.4K 0.01% 276

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Carolinas Wealth Consulting's WMB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 1,397 shares — an estimated $83.5K sold.

Carolinas Wealth Consulting first reported a position in WMB in Q2 2020 and held it in 20 quarters. The position peaked at $83.5K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,397 Williams Companies shares in Q2 2025, an estimated $83.5K.
  • Carolinas Wealth Consulting first reported a position in Williams Companies in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Williams Companies position peaked at $83.5K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.