Secure Asset Management’s Williams Companies WMB Stock Holding History

Secure Asset Management’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 Q4	–	Sell	-38,810	Closed	-$1.77M	–	350
2024 Q3	$1.77M	Sell	38,810 -1,531	-4%	-$67.3K	0.3%	78
2024 Q2	$1.71M	Buy	40,341 +2,849	+8%	+$114K	0.32%	69
2024 Q1	$1.46M	Buy	37,492 +1,524	+4%	+$54.1K	0.34%	67
2023 Q4	$1.25M	Buy	35,968 +384	+1%	+$13.5K	0.34%	73
2023 Q3	$1.2M	Sell	35,584 -21,167	-37%	-$722K	0.36%	65
2023 Q2	$1.85M	Buy	56,751 +3,786	+7%	+$114K	0.56%	44
2023 Q1	$1.58M	Buy	52,965 +5,529	+12%	+$171K	0.53%	58
2022 Q4	$1.56M	Buy	47,436 +31,362	+195%	+$1.02M	0.56%	51
2022 Q3	$460K	Buy	16,074 +4,470	+39%	+$146K	0.26%	80
2022 Q2	$362K	Buy	+11,604	New	+$401K	0.2%	102

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 $3.38T AUM 44.17% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Secure Asset Management's WMB Position: Q4 2024 in Review

Secure Asset Management sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 38,810 shares — an estimated $1.77M sold.

Secure Asset Management first reported a position in WMB in Q2 2022 and held it in 10 quarters. The position peaked at $1.85M in Q2 2023. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

Secure Asset Management reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 38,810 Williams Companies shares in Q4 2024, an estimated $1.77M.
Secure Asset Management first reported a position in Williams Companies in Q2 2022 and held it in 10 quarters.
Secure Asset Management's Williams Companies position peaked at $1.85M in Q2 2023.
1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.