Greylin Investment Management’s Williams Companies WMB Stock Holding History

Greylin Investment 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 Q2	–	Sell	-6,200	Closed	-$242K	–	85
2024 Q1	$242K	Sell	6,200 -450	-7%	-$16K	0.04%	71
2023 Q4	$232K	Sell	6,650 -325	-5%	-$11.4K	0.04%	73
2023 Q3	$235K	Sell	6,975 -1,800	-21%	-$61.4K	0.04%	68
2023 Q2	$286K	Sell	8,775 -400	-4%	-$12K	0.05%	59
2023 Q1	$274K	Sell	9,175 -150	-2%	-$4.63K	0.05%	64
2022 Q4	$307K	Sell	9,325 -50	-0.5%	-$1.63K	0.06%	57
2022 Q3	$268K	Sell	9,375 -150	-2%	-$4.89K	0.06%	62
2022 Q2	$297K	Sell	9,525 -1,575	-14%	-$54.4K	0.06%	63
2022 Q1	$371K	Sell	11,100 -900	-8%	-$27.5K	0.06%	67
2021 Q4	$312K	Hold	12,000	–	–	0.06%	79
2021 Q3	$311K	Sell	12,000 -450	-4%	-$11.3K	0.06%	81
2021 Q2	$331K	Sell	12,450 -50	-0.4%	-$1.28K	0.06%	79
2021 Q1	$296K	Sell	12,500 -100	-0.8%	-$2.27K	0.06%	78
2020 Q4	$253K	Sell	12,600 -425	-3%	-$8.62K	0.06%	80
2020 Q3	$256K	Buy	+13,025	New	+$265K	0.07%	70

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greylin Investment Management's WMB Position: Q2 2024 in Review

Greylin Investment Management sold out of Williams Companies (WMB) in Q2 2024, closing a stake of 6,200 shares — an estimated $242K sold.

Greylin Investment Management first reported a position in WMB in Q3 2020 and held it in 15 quarters. The position peaked at $371K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

Greylin Investment Management reported no remaining Williams Companies position as of Q2 2024 after selling out during the quarter.
Greylin Investment Management sold 6,200 Williams Companies shares in Q2 2024, an estimated $242K.
Greylin Investment Management first reported a position in Williams Companies in Q3 2020 and held it in 15 quarters.
Greylin Investment Management's Williams Companies position peaked at $371K in Q1 2022.
1,308 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on Greylin Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.