Williams Companies shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Williams Companies by Aurum Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 25k | 45.65 |
2024-06-30 | $1.1M | 26k | 42.50 |
2024-03-31 | $1.0M | 26k | 38.97 |
2023-12-31 | $907k | 26k | 34.83 |
2023-09-30 | $837k | 25k | 33.69 |
2023-06-30 | $964k | 30k | 32.63 |
2023-03-31 | $863k | 29k | 29.86 |
2022-12-31 | $949k | 29k | 32.90 |
2022-09-30 | $710k | 25k | 28.64 |
2022-06-30 | $772k | 25k | 31.20 |
2022-03-31 | $798k | 24k | 33.43 |
2021-12-31 | $547k | 21k | 26.04 |
2021-09-30 | $535k | 21k | 25.93 |
2021-06-30 | $493k | 19k | 26.58 |
2021-03-31 | $369k | 16k | 23.72 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group