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Williams Companies shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Williams Companies

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All positions including Williams Companies held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 8.7k 34.77
2023-09-30 $293k 8.7k 33.74
2023-06-30 $283k 8.7k 32.58
2023-03-31 $262k 8.8k 29.84
2022-12-31 $296k 9.0k 32.88
2022-09-30 $261k 9.1k 28.63
2022-06-30 $289k 9.2k 31.26
2022-03-31 $310k 9.3k 33.38
2021-12-31 $226k 8.7k 26.02
2021-09-30 $225k 8.7k 25.91
2021-06-30 $231k 8.7k 26.60
2021-03-31 $206k 8.7k 23.72
2020-09-30 $210k 11k 19.68