Midwest Wealth Management’s Williams Companies WMB Stock Holding History

Midwest 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	$2.17M	Buy	64,987 +1,915	+3%	+$58.5K	1.32%	26
2021 Q4	$1.64M	Buy	63,072 +6,778	+12%	+$187K	1.03%	46
2021 Q3	$1.46M	Buy	56,294 +16,047	+40%	+$404K	1%	50
2021 Q2	$1.07M	Buy	40,247 +9,773	+32%	+$250K	0.76%	66
2021 Q1	$722K	Buy	30,474 +15,681	+106%	+$356K	0.59%	74
2020 Q4	$297K	Buy	+14,793	New	+$300K	0.27%	84

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

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

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

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

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

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

Midwest Wealth Management's WMB Position: Q1 2022 in Review

Midwest Wealth Management increased its Williams Companies (WMB) stake by 3% in Q1 2022, buying an estimated $58.5K and bringing the position to 64,987 shares worth $2.17M. The position accounts for 1.32% of the portfolio, ranked #26.

Midwest Wealth Management first reported a position in WMB in Q4 2020 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold WMB as of Q1 2022.

Midwest Wealth Management held 64,987 shares of Williams Companies worth $2.17M as of Q1 2022.
Midwest Wealth Management bought 1,915 Williams Companies shares in Q1 2022, an estimated $58.5K.
Williams Companies made up 1.32% of Midwest Wealth Management's portfolio in Q1 2022, its #26 holding.
Midwest Wealth Management first reported a position in Williams Companies in Q4 2020 and has held it in 6 quarters since.
1,103 funds tracked by Wall St. Rank held Williams Companies as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.