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Tradition Wealth Management’s Williams Companies WMB Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-421
Closed -$15K – 1189
2023
Q4 		$15K Sell
421
-109
-21% -$3.83K ﹤0.01% 915
2023
Q3 		$18K Sell
530
-11
-2% -$375 ﹤0.01% 874
2023
Q2 		$18K Buy
541
+131
+32% +$3.93K ﹤0.01% 907
2023
Q1 		$12K Buy
410
+257
+168% +$7.94K ﹤0.01% 970
2022
Q4 		$5K Buy
153
+58
+61% +$1.89K ﹤0.01% 1062
2022
Q3 		$3K Sell
95
-43
-31% -$1.4K ﹤0.01% 1173
2022
Q2 		$4K Buy
138
+1
+0.7% +$35 ﹤0.01% 1014
2022
Q1 		$5K Buy
137
+2
+1% +$61 ﹤0.01% 1052
2021
Q4 		$4K Buy
135
+1
+0.7% +$28 ﹤0.01% 1109
2021
Q3 		$3K Buy
134
+1
+0.8% +$25 ﹤0.01% 1137
2021
Q2 		$4K Buy
+133
New +$3.4K ﹤0.01% 1113
2021
Q1 		– Sell
-130
Closed -$3K – 1055
2020
Q4 		$3K Buy
+130
New +$2.63K ﹤0.01% 915

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Tradition Wealth Management's WMB Position: Q1 2024 in Review

Tradition Wealth Management sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 421 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in WMB in Q4 2020 and held it in 12 quarters. The position peaked at $18K in Q3 2023. 1,248 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Tradition Wealth Management reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 421 Williams Companies shares in Q1 2024, an estimated $15K.
  • Tradition Wealth Management first reported a position in Williams Companies in Q4 2020 and held it in 12 quarters.
  • Tradition Wealth Management's Williams Companies position peaked at $18K in Q3 2023.
  • 1,248 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.