WP
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WealthPLAN Partners’s Williams Companies WMB Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-27
Closed -$881 – 1178
2023
Q2 		$881 Hold
27
– – ﹤0.01% 1148
2023
Q1 		$806 Buy
+27
New +$834 ﹤0.01% 1223
2017
Q2 		– Sell
-100
Closed -$2.97K – 429
2017
Q1 		$2.97K Buy
+100
New +$2.89K 0.01% 389
2016
Q3 		$33.2K Sell
1,100
-100
-8% -$2.65K 0.01% 397
2016
Q2 		$23.8K Buy
+1,200
New +$24.1K ﹤0.01% 1311
2015
Q4 		$25.8K Buy
+3,000
New +$105K ﹤0.01% 824

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return