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WR Wealth Planners’s Williams Companies WMB Stock Holding History

WR Wealth Planners’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 		$29.6K Buy
547
+5
+0.9% +$269 0.01% 394
2024
Q3 		$24.7K Hold
542
– – 0.01% 446
2024
Q2 		$23K Sell
542
-162
-23% -$6.5K 0.01% 424
2024
Q1 		$27.4K Buy
+704
New +$25K 0.01% 405
2023
Q4 		– Sell
-388
Closed -$13.1K – 861
2023
Q3 		$13.1K Hold
388
– – 0.01% 497
2023
Q2 		$12.7K Hold
388
– – ﹤0.01% 506
2023
Q1 		$11.6K Buy
+388
New +$12K 0.01% 518

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

WR Wealth Planners's WMB Position: Q4 2024 in Review

WR Wealth Planners increased its Williams Companies (WMB) stake by 0.92% in Q4 2024, buying an estimated $269 and bringing the position to 547 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #394.

WR Wealth Planners first reported a position in WMB in Q1 2023 and has held it in 7 quarters since. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • WR Wealth Planners held 547 shares of Williams Companies worth $29.6K as of Q4 2024.
  • WR Wealth Planners bought 5 Williams Companies shares in Q4 2024, an estimated $269.
  • Williams Companies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #394 holding.
  • WR Wealth Planners first reported a position in Williams Companies in Q1 2023 and has held it in 7 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.