Williams Companies shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Williams Companies by Heritage Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $15M | 424k | 34.83 |
2023-09-30 | $14M | 421k | 33.69 |
2023-06-30 | $13M | 411k | 32.63 |
2023-03-31 | $12M | 398k | 29.86 |
2022-12-31 | $13M | 388k | 32.90 |
2022-09-30 | $11M | 378k | 28.63 |
2022-06-30 | $11M | 365k | 31.21 |
2022-03-31 | $8.8M | 264k | 33.41 |
2021-12-31 | $6.3M | 240k | 26.04 |
2021-09-30 | $5.1M | 197k | 25.94 |
2021-06-30 | $4.1M | 155k | 26.55 |
2021-03-31 | $2.2M | 91k | 23.69 |
2020-12-31 | $69k | 3.4k | 20.16 |
2020-09-30 | $32k | 1.7k | 19.65 |
2019-12-31 | $133k | 5.6k | 23.72 |
2019-09-30 | $1.1M | 46k | 24.06 |
2019-06-30 | $1.3M | 46k | 28.04 |
2019-03-31 | $1.3M | 45k | 28.72 |
2018-12-31 | $1.7M | 75k | 22.05 |
2018-09-30 | $2.0M | 74k | 27.19 |
2015-03-31 | $565k | 11k | 50.87 |