Janiczek Wealth Management’s Williams Companies WMB Stock Holding History

Janiczek 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	$288K	Hold	6,778	–	–	0.06%	137
2024 Q1	$264K	Buy	6,778 +1	+0%	+$36	0.06%	149
2023 Q4	$236K	Buy	6,777 +9	+0.1%	+$316	0.06%	141
2023 Q3	$228K	Hold	6,768	–	–	0.06%	131
2023 Q2	$221K	Hold	6,768	–	–	0.06%	119
2023 Q1	$206K	Sell	6,768 -164	-2%	-$5.07K	0.06%	118
2022 Q4	$228K	Hold	6,932	–	–	0.06%	107
2022 Q3	$203K	Buy	6,932 +115	+2%	+$3.75K	0.07%	98
2022 Q2	$232K	Buy	6,817 +1,468	+27%	+$50.7K	0.07%	88
2022 Q1	$179K	Hold	5,349	–	–	0.05%	127
2021 Q4	$139K	Hold	5,349	–	–	0.04%	147
2021 Q3	$139K	Hold	5,349	–	–	0.05%	132
2021 Q2	$142K	Hold	5,349	–	–	0.05%	113
2021 Q1	$127K	Hold	5,349	–	–	0.05%	113
2020 Q4	$107K	Buy	5,349 +49	+0.9%	+$993	0.05%	100
2020 Q3	$104K	Hold	5,300	–	–	0.06%	65
2020 Q2	$101K	Hold	5,300	–	–	0.06%	57
2020 Q1	$75K	Hold	5,300	–	–	0.04%	53
2019 Q4	$126K	Hold	5,300	–	–	0.06%	49
2019 Q3	$128K	Hold	5,300	–	–	0.06%	47
2019 Q2	$149K	Hold	5,300	–	–	0.07%	40
2019 Q1	$152K	Hold	5,300	–	–	0.07%	46
2018 Q4	$117K	Hold	5,300	–	–	0.06%	55
2018 Q3	$144K	Hold	5,300	–	–	0.08%	44
2018 Q2	$144K	Buy	+5,300	New	+$140K	0.08%	45
2017 Q1	–	Sell	-5,300	Closed	-$165K	–	52
2016 Q4	$165K	Buy	+5,300	New	+$160K	0.07%	30

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janiczek Wealth Management's WMB Position: Q2 2024 in Review

Janiczek Wealth Management held its Williams Companies (WMB) position steady in Q2 2024 at 6,778 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #137.

Janiczek Wealth Management first reported a position in WMB in Q4 2016 and has held it in 26 quarters since. 1,307 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

Janiczek Wealth Management held 6,778 shares of Williams Companies worth $288K as of Q2 2024.
Janiczek Wealth Management left its Williams Companies share count unchanged in Q2 2024.
Williams Companies made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #137 holding.
Janiczek Wealth Management first reported a position in Williams Companies in Q4 2016 and has held it in 26 quarters since.
1,307 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.