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Doyle Wealth Management’s Williams Companies WMB Stock Holding History

Doyle 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
2022
Q3 		$8.31M Buy
290,301
+10,446
+4% +$340K 0.71% 51
2022
Q2 		$8.73M Sell
279,855
-9,470
-3% -$327K 0.7% 52
2022
Q1 		$9.67M Sell
289,325
-746
-0.3% -$22.8K 0.7% 51
2021
Q4 		$7.55M Buy
290,071
+609
+0.2% +$16.8K 0.54% 59
2021
Q3 		$7.51M Buy
289,462
+4,946
+2% +$125K 0.6% 58
2021
Q2 		$7.55M Buy
284,516
+1,525
+0.5% +$39K 0.63% 57
2021
Q1 		$6.7M Sell
282,991
-31,645
-10% -$719K 0.64% 55
2020
Q4 		$6.31M Sell
314,636
-31,921
-9% -$647K 0.64% 53
2020
Q3 		$6.81M Sell
346,557
-17,797
-5% -$362K 0.79% 48
2020
Q2 		$6.93M Sell
364,354
-105,139
-22% -$1.96M 0.91% 41
2020
Q1 		$6.64M Sell
469,493
-56,686
-11% -$1.1M 1.06% 38
2019
Q4 		$12.5M Buy
526,179
+6,886
+1% +$158K 1.56% 31
2019
Q3 		$12.5M Sell
519,293
-1,916
-0.4% -$48.3K 1.73% 25
2019
Q2 		$14.6M Sell
521,209
-3,841
-0.7% -$107K 2.02% 13
2019
Q1 		$14.5M Sell
525,050
-5,036
-1% -$135K 2.1% 15
2018
Q4 		$11.7M Sell
530,086
-13,144
-2% -$329K 1.97% 16
2018
Q3 		$14.8M Sell
543,230
-8,858
-2% -$257K 2.3% 13
2018
Q2 		$15M Buy
552,088
+8,656
+2% +$228K 2.47% 11
2018
Q1 		$13.5M Buy
543,432
+346
+0.1% +$10.2K 2.27% 16
2017
Q4 		$16.6M Sell
543,086
-6,929
-1% -$202K 2.8% 9
2017
Q3 		$16.5M Buy
550,015
+6,850
+1% +$208K 2.89% 8
2017
Q2 		$16.4M Buy
543,165
+11,959
+2% +$356K 3.05% 6
2017
Q1 		$15.7M Buy
+531,206
New +$15.4M 3.2% 6

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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Doyle Wealth Management's WMB Position: Q3 2022 in Review

Doyle Wealth Management increased its Williams Companies (WMB) stake by 3.7% in Q3 2022, buying an estimated $340K and bringing the position to 290,301 shares worth $8.31M. The position accounts for 0.71% of the portfolio, ranked #51.

Doyle Wealth Management first reported a position in WMB in Q1 2017 and has held it in 23 quarters since. The position peaked at $16.6M in Q4 2017. 1,097 funds tracked by Wall St. Rank hold WMB as of Q3 2022.

  • Doyle Wealth Management held 290,301 shares of Williams Companies worth $8.31M as of Q3 2022.
  • Doyle Wealth Management bought 10,446 Williams Companies shares in Q3 2022, an estimated $340K.
  • Williams Companies made up 0.71% of Doyle Wealth Management's portfolio in Q3 2022, its #51 holding.
  • Doyle Wealth Management first reported a position in Williams Companies in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Williams Companies position peaked at $16.6M in Q4 2017.
  • 1,097 funds tracked by Wall St. Rank held Williams Companies as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.