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Tyler-Stone Wealth Management’s Williams Companies WMB Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-1,200
Closed -$51K – 950
2024
Q2 		$51K Hold
1,200
– – 0.02% 363
2024
Q1 		$46.8K Hold
1,200
– – 0.02% 372
2023
Q4 		$41.8K Sell
1,200
-1,080
-47% -$37.9K 0.02% 382
2023
Q3 		$77K Hold
2,280
– – 0.04% 282
2023
Q2 		$74K Buy
+2,280
New +$68.4K 0.04% 289

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tyler-Stone Wealth Management's WMB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 1,200 shares — an estimated $51K sold.

Tyler-Stone Wealth Management first reported a position in WMB in Q2 2023 and held it in 5 quarters. The position peaked at $77K in Q3 2023. 1,342 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,200 Williams Companies shares in Q3 2024, an estimated $51K.
  • Tyler-Stone Wealth Management first reported a position in Williams Companies in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Williams Companies position peaked at $77K in Q3 2023.
  • 1,342 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.