CKW Financial Group’s Williams Companies WMB Stock Holding History

CKW Financial Group’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 Q1	–	Sell	-2,100	Closed	-$114K	–	258
2024 Q4	$114K	Hold	2,100	–	–	0.01%	84
2024 Q3	$97K	Sell	2,100 -300	-13%	-$13.2K	0.01%	95
2024 Q2	$102K	Hold	2,400	–	–	0.01%	89
2024 Q1	$93K	Hold	2,400	–	–	0.01%	104
2023 Q4	$84K	Hold	2,400	–	–	0.01%	109
2023 Q3	$81K	Hold	2,400	–	–	0.01%	97
2023 Q2	$78K	Sell	2,400 -1,700	-41%	-$51K	0.01%	108
2023 Q1	$122K	Hold	4,100	–	–	0.02%	61
2022 Q4	$135K	Hold	4,100	–	–	0.02%	55
2022 Q3	$117K	Hold	4,100	–	–	0.02%	65
2022 Q2	$128K	Sell	4,100 -300	-7%	-$10.4K	0.02%	61
2022 Q1	$149K	Buy	4,400 +1,200	+38%	+$36.7K	0.02%	64
2021 Q4	$80K	Hold	3,200	–	–	0.01%	96
2021 Q3	$84K	Hold	3,200	–	–	0.01%	91
2021 Q2	$86K	Hold	3,200	–	–	0.01%	89
2021 Q1	$76K	Buy	3,200 +800	+33%	+$18.2K	0.01%	84
2020 Q4	$48K	Sell	2,400 -400	-14%	-$8.11K	0.01%	102
2020 Q3	$53K	Buy	2,800 +800	+40%	+$16.3K	0.01%	90
2020 Q2	$38K	Buy	+2,000	New	+$37.2K	0.01%	99

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

CKW Financial Group's WMB Position: Q1 2025 in Review

CKW Financial Group sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 2,100 shares — an estimated $114K sold.

CKW Financial Group first reported a position in WMB in Q2 2020 and held it in 19 quarters. The position peaked at $149K in Q1 2022. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

CKW Financial Group reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
CKW Financial Group sold 2,100 Williams Companies shares in Q1 2025, an estimated $114K.
CKW Financial Group first reported a position in Williams Companies in Q2 2020 and held it in 19 quarters.
CKW Financial Group's Williams Companies position peaked at $149K in Q1 2022.
1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.