Friedenthal Financial’s Williams Companies WMB Stock Holding History

Friedenthal Financial’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
2025 Q1	–	Sell	-170	Closed	-$9.2K	–	309
2024 Q4	$9.2K	Buy	+170	New	+$9.16K	0.01%	204
2024 Q3	–	Sell	-208	Closed	-$8.84K	–	314
2024 Q2	$8.84K	Buy	+208	New	+$8.34K	0.01%	193

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Friedenthal Financial's WMB Position: Q1 2025 in Review

Friedenthal Financial sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 170 shares — an estimated $9.2K sold.

Friedenthal Financial first reported a position in WMB in Q2 2024 and held it in 2 quarters. The position peaked at $9.2K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Friedenthal Financial reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Friedenthal Financial sold 170 Williams Companies shares in Q1 2025, an estimated $9.2K.
Friedenthal Financial first reported a position in Williams Companies in Q2 2024 and held it in 2 quarters.
Friedenthal Financial's Williams Companies position peaked at $9.2K in Q4 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Friedenthal Financial's 13F filing for Q1 2025, filed 21 Apr 2025.