DA
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DCM Advisors’s Williams Companies WMB Stock Holding History

DCM Advisors’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
Q1 		– Sell
-10,457
Closed -$364K – 113
2023
Q4 		$364K Buy
+10,457
New +$367K 0.13% 92
2022
Q4 		– Sell
-22,101
Closed -$633K – 171
2022
Q3 		$633K Sell
22,101
-17,773
-45% -$579K 0.32% 79
2022
Q2 		$1.24M Sell
39,874
-5,673
-12% -$196K 0.54% 49
2022
Q1 		$1.52M Buy
45,547
+2,467
+6% +$75.4K 0.54% 50
2021
Q4 		$1.12M Buy
43,080
+9,407
+28% +$260K 0.33% 77
2021
Q3 		$873K Sell
33,673
-15,485
-32% -$390K 0.34% 85
2021
Q2 		$1.3M Buy
49,158
+870
+2% +$22.3K 0.74% 39
2021
Q1 		$1.14M Buy
48,288
+28,288
+141% +$643K 0.67% 47
2020
Q4 		$401K Buy
+20,000
New +$405K 0.23% 114

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return