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Realta Investment Advisors’s Williams Companies WMB Stock Holding History

Realta Investment 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
-4,604
Closed -$261K – 372
2024
Q4 		$261K Sell
4,604
-12,127
-72% -$654K 0.11% 160
2024
Q3 		$854K Buy
16,731
+2,036
+14% +$89.5K 0.39% 63
2024
Q2 		$625K Sell
14,695
-580
-4% -$23.3K 0.12% 188
2024
Q1 		$595K Sell
15,275
-546
-3% -$19.4K 0.12% 203
2023
Q4 		$551K Buy
15,821
+336
+2% +$11.8K 0.12% 207
2023
Q3 		$505K Hold
15,485
– – 0.12% 207
2023
Q2 		$505K Buy
15,485
+47
+0.3% +$1.41K 0.11% 217
2023
Q1 		$461K Sell
15,438
-1,799
-10% -$55.6K 0.11% 216
2022
Q4 		$567K Buy
17,237
+70
+0.4% +$2.28K 0.14% 180
2022
Q3 		$491K Buy
17,167
+6,522
+61% +$212K 0.13% 196
2022
Q2 		$333K Sell
10,645
-69
-0.6% -$2.38K 0.08% 259
2022
Q1 		$358K Buy
10,714
+991
+10% +$30.3K 0.07% 273
2021
Q4 		$253K Sell
9,723
-29
-0.3% -$801 0.06% 353
2021
Q3 		$253K Buy
9,752
+93
+1% +$2.34K 0.06% 333
2021
Q2 		$256K Buy
+9,659
New +$247K 0.06% 320
2020
Q1 		– Sell
-2,801
Closed -$64K – 1404
2019
Q4 		$64K Sell
2,801
-50
-2% -$1.15K 0.02% 611
2019
Q3 		$71K Sell
2,851
-1,025
-26% -$25.8K 0.02% 580
2019
Q2 		$109K Buy
3,876
+1,675
+76% +$46.5K 0.03% 479
2019
Q1 		$62K Buy
+2,201
New +$59K 0.03% 500

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Realta Investment Advisors's WMB Position: Q1 2025 in Review

Realta Investment Advisors sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 4,604 shares — an estimated $261K sold.

Realta Investment Advisors first reported a position in WMB in Q1 2019 and held it in 19 quarters. The position peaked at $854K in Q3 2024. 1,570 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Realta Investment Advisors reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 4,604 Williams Companies shares in Q1 2025, an estimated $261K.
  • Realta Investment Advisors first reported a position in Williams Companies in Q1 2019 and held it in 19 quarters.
  • Realta Investment Advisors's Williams Companies position peaked at $854K in Q3 2024.
  • 1,570 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.