EWM
WMB icon

Evermay Wealth Management’s Williams Companies WMB Stock Holding History

Evermay 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
2024
Q4 		– Sell
-47
Closed -$2.15K – 614
2024
Q3 		$2.15K Hold
47
– – ﹤0.01% 541
2024
Q2 		$2K Hold
47
– – ﹤0.01% 545
2024
Q1 		$1.83K Sell
47
-11
-19% -$391 ﹤0.01% 544
2023
Q4 		$2.02K Buy
58
+11
+23% +$386 ﹤0.01% 518
2023
Q3 		$1.58K Hold
47
– – ﹤0.01% 509
2023
Q2 		$1.53K Buy
+47
New +$1.41K ﹤0.01% 503
2022
Q3 		– Sell
-67
Closed -$2K – 569
2022
Q2 		$2K Buy
+67
New +$2.31K ﹤0.01% 482
2021
Q3 		– Sell
-300
Closed -$8K – 539
2021
Q2 		$8K Buy
+300
New +$7.68K ﹤0.01% 423

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return