Number of Shares
1.44 Mil
Current Holdings Value*
$86.27 Mil
% of Portfolio
0.92%
Total Estimate Gain
$138.54 Mil
% of Total Estimate Gain
132.93%

Dodge & Cox Balanced Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, DODGE & COX FUNDS held 1.44 Mil shares of Williams Companies Inc(WMB), totaling $86.27 Mil. This investment constitutes 0.92% of their stock portfolio, and DODGE & COX FUNDS now holds 0.12% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2020Q2. And since then Dodge & Cox Balanced Fund has made 1 purchases of WMB, at an average price of $20.27, for a total of 5.14 Mil shares. In addition, there have been 9 sales at an average price of $42.97 for 3.70 Mil shares. Based on historical transaction data and WMB's current price of $58.09, Dodge & Cox Balanced Fund's estimated gain on his WMB holdings is $138.54 Mil, reflecting a 132.93% gain to date.

Dodge & Cox Balanced Fund WMB ($58.09) Holding Chart

Dodge & Cox Balanced Fund WMB ($58.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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