Retirement Group’s Williams Companies WMB Stock Holding History

Retirement Group’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 Q1	$29.6K	Hold	760	–	–	0.01%	297
2023 Q4	$26.5K	Hold	760	–	–	0.01%	300
2023 Q3	$25.6K	Hold	760	–	–	0.01%	283
2023 Q2	$24.8K	Hold	760	–	–	0.01%	290
2023 Q1	$23K	Buy	760 +175	+30%	+$5.41K	0.01%	290
2022 Q4	$19K	Buy	585 +200	+52%	+$6.51K	0.01%	286
2022 Q3	$11K	Sell	385 -400	-51%	-$13K	0.01%	243
2022 Q2	$24K	Buy	785 +200	+34%	+$6.91K	0.01%	296
2022 Q1	$20K	Buy	585 +385	+193%	+$11.8K	0.01%	348
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	537
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	457
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	502
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	566
2020 Q4	$4K	Buy	+200	New	+$4.05K	﹤0.01%	537

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Retirement Group's WMB Position: Q1 2024 in Review

Retirement Group held its Williams Companies (WMB) position steady in Q1 2024 at 760 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #297.

Retirement Group first reported a position in WMB in Q4 2020 and has held it in 14 quarters since. 1,248 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

Retirement Group held 760 shares of Williams Companies worth $29.6K as of Q1 2024.
Retirement Group left its Williams Companies share count unchanged in Q1 2024.
Williams Companies made up 0.01% of Retirement Group's portfolio in Q1 2024, its #297 holding.
Retirement Group first reported a position in Williams Companies in Q4 2020 and has held it in 14 quarters since.
1,248 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.