Endurance Wealth Management’s Williams Companies WMB Stock Holding History

Endurance 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
2023 Q2	$114K	Buy	3,472 +2,793	+411%	+$83.8K	0.02%	258
2023 Q1	$20K	Hold	679	–	–	﹤0.01%	435
2022 Q4	$23K	Hold	679	–	–	﹤0.01%	402
2022 Q3	$19K	Hold	679	–	–	﹤0.01%	414
2022 Q2	$21K	Hold	679	–	–	﹤0.01%	412
2022 Q1	$23K	Hold	679	–	–	﹤0.01%	431
2021 Q4	$18K	Hold	679	–	–	﹤0.01%	462
2021 Q3	$18K	Hold	679	–	–	﹤0.01%	470
2021 Q2	$17K	Hold	679	–	–	﹤0.01%	474
2021 Q1	$16K	Buy	679 +600	+759%	+$13.6K	﹤0.01%	481
2020 Q4	$2K	Hold	79	–	–	﹤0.01%	581
2020 Q3	$2K	Hold	79	–	–	﹤0.01%	581
2020 Q2	$2K	Hold	79	–	–	﹤0.01%	568
2020 Q1	$1K	Hold	79	–	–	﹤0.01%	560
2019 Q4	$2K	Hold	79	–	–	﹤0.01%	495
2019 Q3	$2K	Hold	79	–	–	﹤0.01%	493
2019 Q2	$2K	Hold	79	–	–	﹤0.01%	448
2019 Q1	$2K	Hold	79	–	–	﹤0.01%	452
2018 Q4	$2K	Hold	79	–	–	﹤0.01%	449
2018 Q3	$2K	Buy	+79	New	+$2.29K	﹤0.01%	464
2017 Q2	–	Sell	-1,000	Closed	-$30K	–	523
2017 Q1	$30K	Buy	+1,000	New	+$28.9K	0.01%	319

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Endurance Wealth Management's WMB Position: Q2 2023 in Review

Endurance Wealth Management increased its Williams Companies (WMB) stake by 411% in Q2 2023, buying an estimated $83.8K and bringing the position to 3,472 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #258.

Endurance Wealth Management first reported a position in WMB in Q1 2017 and has held it in 21 quarters since. 1,144 funds tracked by Wall St. Rank hold WMB as of Q2 2023.

Endurance Wealth Management held 3,472 shares of Williams Companies worth $114K as of Q2 2023.
Endurance Wealth Management bought 2,793 Williams Companies shares in Q2 2023, an estimated $83.8K.
Williams Companies made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #258 holding.
Endurance Wealth Management first reported a position in Williams Companies in Q1 2017 and has held it in 21 quarters since.
1,144 funds tracked by Wall St. Rank held Williams Companies as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.