WQ
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Wealth Quarterback’s Williams Companies WMB Stock Holding History

Wealth Quarterback’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
-4,464
Closed -$204K – 137
2024
Q3 		$204K Sell
4,464
-975
-18% -$42.9K 0.11% 120
2024
Q2 		$231K Sell
5,439
-178
-3% -$7.14K 0.13% 105
2024
Q1 		$219K Buy
+5,617
New +$200K 0.12% 107
2021
Q3 		$24K Buy
887
+9
+1% +$227 0.02% 337
2021
Q2 		$24K Buy
+878
New +$22.5K 0.01% 324
2020
Q2 		– Sell
-1,743
Closed -$23.4K – 790
2020
Q1 		$23.4K Sell
1,743
-285
-14% -$5.52K 0.02% 317
2019
Q4 		$48.1K Buy
+2,028
New +$46.5K 0.04% 244

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Quarterback's WMB Position: Q4 2024 in Review

Wealth Quarterback sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 4,464 shares — an estimated $204K sold.

Wealth Quarterback first reported a position in WMB in Q4 2019 and held it in 7 quarters. The position peaked at $231K in Q2 2024. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Wealth Quarterback reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Wealth Quarterback sold 4,464 Williams Companies shares in Q4 2024, an estimated $204K.
  • Wealth Quarterback first reported a position in Williams Companies in Q4 2019 and held it in 7 quarters.
  • Wealth Quarterback's Williams Companies position peaked at $231K in Q2 2024.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Wealth Quarterback's 13F filing for Q4 2024, filed 31 Jan 2025.