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LWAC
Laurel Wealth Advisors (California)’s
Williams Companies
WMB
Stock Holding History
Laurel Wealth Advisors (California)’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
Q4
$1.81M
Sell
55,136
-12
-0%
-$391
0.18%
130
2022
Q3
$1.58M
Buy
55,148
+4,530
+9%
+$148K
0.17%
136
2022
Q2
$1.58M
Buy
50,618
+2,509
+5%
+$86.6K
0.16%
139
2022
Q1
$1.61M
Buy
48,109
+29,166
+154%
+$891K
0.13%
167
2021
Q4
$493K
Buy
18,943
+6,606
+54%
+$183K
0.04%
454
2021
Q3
$320K
Sell
12,337
-430
-3%
-$10.8K
0.06%
323
2021
Q2
$339K
Buy
12,767
+2,035
+19%
+$52.1K
0.04%
368
2021
Q1
$254K
Sell
10,732
-2,375
-18%
-$54K
0.04%
390
2020
Q4
$263K
Buy
13,107
+500
+4%
+$10.1K
0.04%
366
2020
Q3
$248K
Buy
12,607
+14
+0.1%
+$285
0.04%
337
2020
Q2
$240K
Buy
+12,593
New
+$234K
0.04%
334
2020
Q1
–
Sell
-10,553
Closed
-$250K
–
447
2019
Q4
$250K
Buy
10,553
+1,489
+16%
+$34.1K
0.04%
392
2019
Q3
$218K
Buy
9,064
+253
+3%
+$6.38K
0.04%
418
2019
Q2
$247K
Buy
8,811
+48
+0.5%
+$1.33K
0.06%
341
2019
Q1
$252K
Buy
+8,763
New
+$235K
0.06%
324
2018
Q4
–
Sell
-12,269
Closed
-$333K
–
434
2018
Q3
$333K
Buy
+12,269
New
+$356K
0.08%
257
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$115B AUM
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1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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