CWS
WMB icon

Cypress Wealth Services’s Williams Companies WMB Stock Holding History

Cypress Wealth 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
Q4 		– Sell
-9,260
Closed -$423K – 307
2024
Q3 		$423K Buy
9,260
+166
+2% +$7.3K 0.09% 169
2024
Q2 		$386K Buy
9,094
+512
+6% +$20.5K 0.09% 170
2024
Q1 		$334K Sell
8,582
-1,139
-12% -$40.5K 0.08% 184
2023
Q4 		$339K Buy
+9,721
New +$341K 0.08% 179
2023
Q3 		– Sell
-9,945
Closed -$328K – 259
2023
Q2 		$328K Sell
9,945
-3,000
-23% -$90K 0.09% 176
2023
Q1 		$387K Buy
12,945
+2,667
+26% +$82.4K 0.11% 151
2022
Q4 		$338K Buy
10,278
+146
+1% +$4.75K 0.11% 164
2022
Q3 		$302K Buy
10,132
+130
+1% +$4.24K 0.1% 169
2022
Q2 		$312K Buy
10,002
+2,344
+31% +$80.9K 0.1% 167
2022
Q1 		$256K Buy
+7,658
New +$234K 0.07% 197

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Wealth Services's WMB Position: Q4 2024 in Review

Cypress Wealth Services sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 9,260 shares — an estimated $423K sold.

Cypress Wealth Services first reported a position in WMB in Q1 2022 and held it in 10 quarters. The position peaked at $423K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Cypress Wealth Services reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 9,260 Williams Companies shares in Q4 2024, an estimated $423K.
  • Cypress Wealth Services first reported a position in Williams Companies in Q1 2022 and held it in 10 quarters.
  • Cypress Wealth Services's Williams Companies position peaked at $423K in Q3 2024.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.