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Proquility Private Wealth Partners’s Williams Companies WMB Stock Holding History

Proquility Private Wealth Partners’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 		$3.91M Sell
65,455
-17,353
-21% -$993K 1.21% 27
2024
Q4 		$4.48M Sell
82,808
-517
-0.6% -$27.9K 1.44% 23
2024
Q3 		$3.8M Sell
83,325
-4,974
-6% -$219K 1.22% 27
2024
Q2 		$3.75M Sell
88,299
-2,841
-3% -$114K 1.28% 25
2024
Q1 		$3.55M Buy
91,140
+7,728
+9% +$275K 1.22% 27
2023
Q4 		$2.91M Sell
83,412
-652
-0.8% -$22.9K 1.1% 32
2023
Q3 		$2.83M Sell
84,064
-796
-0.9% -$27.2K 1.16% 26
2023
Q2 		$2.77M Buy
84,860
+1,381
+2% +$41.4K 1.08% 31
2023
Q1 		$2.49M Buy
83,479
+257
+0.3% +$7.94K 0.99% 32
2022
Q4 		$2.74M Sell
83,222
-6,082
-7% -$198K 1.13% 29
2022
Q3 		$2.56M Buy
89,304
+34,730
+64% +$1.13M 1.18% 27
2022
Q2 		$1.7M Sell
54,574
-2,523
-4% -$87.1K 0.73% 51
2022
Q1 		$1.98M Buy
57,097
+22,496
+65% +$687K 0.83% 49
2021
Q4 		$1.04M Buy
+34,601
New +$956K 0.37% 68

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Proquility Private Wealth Partners's WMB Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its Williams Companies (WMB) stake by 21% in Q1 2025, selling an estimated $993K and leaving 65,455 shares worth $3.91M. The position accounts for 1.21% of the portfolio, ranked #27.

Proquility Private Wealth Partners first reported a position in WMB in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.48M in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Proquility Private Wealth Partners held 65,455 shares of Williams Companies worth $3.91M as of Q1 2025.
  • Proquility Private Wealth Partners sold 17,353 Williams Companies shares in Q1 2025, an estimated $993K.
  • Williams Companies made up 1.21% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #27 holding.
  • Proquility Private Wealth Partners first reported a position in Williams Companies in Q4 2021 and has held it in 14 quarters since.
  • Proquility Private Wealth Partners's Williams Companies position peaked at $4.48M in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.