McClarren Financial Advisors’s Williams Companies WMB Stock Holding History

McClarren Financial Advisors’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
2025 Q1	–	Sell	-1,629	Closed	-$88K	–	375
2024 Q4	$88K	Buy	+1,629	New	+$87.8K	0.25%	59
2024 Q3	–	Sell	-42	Closed	-$69K	–	366
2024 Q2	$69K	Sell	42 -1,588	-97%	-$63.7K	0.05%	128
2024 Q1	$64K	Buy	1,630 +1	+0.1%	+$36	0.05%	130
2023 Q4	$57K	Buy	1,629 +21	+1%	+$737	0.04%	148
2023 Q3	$54K	Buy	1,608 +21	+1%	+$717	0.05%	138
2023 Q2	$51K	Buy	1,587 +22	+1%	+$660	0.04%	151
2023 Q1	$46K	Buy	1,565 +24	+2%	+$741	0.04%	150
2022 Q4	$50K	Buy	1,541 +19	+1%	+$619	0.05%	148
2022 Q3	$43K	Buy	+1,522	New	+$49.6K	0.04%	147

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

JP Morgan Chase

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return