IGWM
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ICA Group Wealth Management’s Williams Companies WMB Stock Holding History

ICA Group 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
Q2 		$4.25K Sell
100
-1,540
-94% -$61.8K ﹤0.01% 603
2024
Q1 		$63.9K Sell
1,640
-264
-14% -$9.38K 0.01% 494
2023
Q4 		$66.3K Buy
+1,904
New +$66.8K 0.01% 450
2023
Q3 		– Sell
-1,652
Closed -$53.9K – 1243
2023
Q2 		$53.9K Sell
1,652
-1,082
-40% -$32.5K 0.01% 479
2023
Q1 		$81.6K Sell
2,734
-200
-7% -$6.18K 0.02% 375
2022
Q4 		$96.5K Buy
+2,934
New +$95.5K 0.02% 371
2022
Q3 		– Sell
-7,100
Closed -$248K – 393
2022
Q2 		$248K Buy
7,100
+386
+6% +$13.3K 0.05% 318
2022
Q1 		$251K Buy
+6,714
New +$205K 0.05% 316

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