Eukles Asset Management’s Williams Companies WMB Stock Holding History

Eukles Asset 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
2024 Q1	–	Sell	-180	Closed	-$6.27K	–	250
2023 Q4	$6.27K	Hold	180	–	–	﹤0.01%	164
2023 Q3	$6.06K	Hold	180	–	–	﹤0.01%	168
2023 Q2	$5.87K	Hold	180	–	–	﹤0.01%	164
2023 Q1	$5.38K	Hold	180	–	–	﹤0.01%	159
2022 Q4	$6K	Hold	180	–	–	﹤0.01%	156
2022 Q3	$5K	Hold	180	–	–	﹤0.01%	157
2022 Q2	$6K	Hold	180	–	–	﹤0.01%	146
2022 Q1	$6K	Hold	180	–	–	﹤0.01%	150
2021 Q4	$5K	Hold	180	–	–	﹤0.01%	181
2021 Q3	$5K	Hold	180	–	–	﹤0.01%	162
2021 Q2	$5K	Hold	180	–	–	﹤0.01%	193
2021 Q1	$4K	Buy	+180	New	+$4.09K	﹤0.01%	172

Other funds holding WMB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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