Cassady Schiller Wealth Management’s Williams Companies WMB Stock Holding History

Cassady Schiller Wealth Management’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	$102K	Buy	1,891 +111	+6%	+$5.98K	0.04%	157
2024 Q3	$81.3K	Hold	1,780	–	–	0.03%	173
2024 Q2	$75.7K	Sell	1,780 -500	-22%	-$20.1K	0.03%	169
2024 Q1	$88.9K	Hold	2,280	–	–	0.04%	167
2023 Q4	$79.4K	Hold	2,280	–	–	0.04%	167
2023 Q3	$76.8K	Buy	2,280 +755	+50%	+$25.8K	0.04%	160
2023 Q2	$49.8K	Buy	1,525 +1,025	+205%	+$30.8K	0.03%	197
2023 Q1	$14.9K	Hold	500	–	–	0.01%	297
2022 Q4	$16.4K	Buy	+500	New	+$16.3K	0.01%	283
2022 Q1	–	Sell	-533	Closed	-$14K	–	608
2021 Q4	$14K	Buy	+533	New	+$14.7K	0.01%	296

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

Cassady Schiller Wealth Management's WMB Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Williams Companies (WMB) stake by 6.2% in Q4 2024, buying an estimated $5.98K and bringing the position to 1,891 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #157.

Cassady Schiller Wealth Management first reported a position in WMB in Q4 2021 and has held it in 10 quarters since. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

Cassady Schiller Wealth Management held 1,891 shares of Williams Companies worth $102K as of Q4 2024.
Cassady Schiller Wealth Management bought 111 Williams Companies shares in Q4 2024, an estimated $5.98K.
Williams Companies made up 0.04% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #157 holding.
Cassady Schiller Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 10 quarters since.
1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.