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Planning Capital Management Corporation’s Williams Companies WMB Stock Holding History

Planning Capital Management Corporation’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
Q3 		$47.7K Buy
1,046
+114
+12% +$5.01K 0.03% 187
2024
Q2 		$39.6K Buy
932
+1
+0.1% +$40 0.03% 212
2024
Q1 		$36.3K Buy
931
+40
+4% +$1.42K 0.03% 219
2023
Q4 		$31K Buy
+891
New +$31.3K 0.02% 232

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Capital Management Corporation's WMB Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Williams Companies (WMB) stake by 12% in Q3 2024, buying an estimated $5.01K and bringing the position to 1,046 shares worth $47.7K. The position accounts for 0.03% of the portfolio, ranked #187.

Planning Capital Management Corporation first reported a position in WMB in Q4 2023 and has held it in 4 quarters since. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Planning Capital Management Corporation held 1,046 shares of Williams Companies worth $47.7K as of Q3 2024.
  • Planning Capital Management Corporation bought 114 Williams Companies shares in Q3 2024, an estimated $5.01K.
  • Williams Companies made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #187 holding.
  • Planning Capital Management Corporation first reported a position in Williams Companies in Q4 2023 and has held it in 4 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.