Holloway Wealth Management’s Williams Companies WMB Stock Holding History

Holloway 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
2022 Q1	–	Hold	0	–	-$17K	–	398
2021 Q4	–	Hold	0	–	–	–	252
2021 Q3	–	Hold	0	–	–	–	291
2021 Q2	–	Hold	0	–	–	–	305
2019 Q2	–	Hold	0	–	-$23K	–	293
2019 Q1	–	Hold	0	–	–	–	131
2018 Q4	–	Hold	0	–	–	–	142
2018 Q3	–	Hold	0	–	–	–	128
2018 Q2	–	Hold	0	–	–	–	130
2018 Q1	–	Hold	0	–	–	–	139
2017 Q4	–	Hold	0	–	–	–	142
2017 Q3	–	Hold	0	–	–	–	128
2017 Q2	–	Hold	0	–	–	–	133
2017 Q1	–	Hold	0	–	–	–	132
2016 Q4	–	Hold	0	–	–	–	134

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

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

Bank of America

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return