New Wave Wealth Advisors’s Williams Companies WMB Stock Holding History

New Wave Wealth 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	-3,412	Closed	-$185K	–	678
2024 Q4	$185K	Sell	3,412 -4,144	-55%	-$223K	0.08%	141
2024 Q3	$345K	Sell	7,556 -94	-1%	-$4.13K	0.16%	97
2024 Q2	$325K	Buy	+7,650	New	+$307K	0.17%	90

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

New Wave Wealth Advisors's WMB Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 3,412 shares — an estimated $185K sold.

New Wave Wealth Advisors first reported a position in WMB in Q2 2024 and held it in 3 quarters. The position peaked at $345K in Q3 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

New Wave Wealth Advisors reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 3,412 Williams Companies shares in Q1 2025, an estimated $185K.
New Wave Wealth Advisors first reported a position in Williams Companies in Q2 2024 and held it in 3 quarters.
New Wave Wealth Advisors's Williams Companies position peaked at $345K in Q3 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.