Williams Companies shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams Companies by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 5.7k | 63.35 |
| 2025-06-30 | $352k | 5.6k | 62.81 |
| 2025-03-31 | $329k | 5.5k | 59.76 |
| 2024-12-31 | $553k | 10k | 54.12 |
| 2024-09-30 | $280k | 6.1k | 45.65 |
| 2024-06-30 | $259k | 6.1k | 42.50 |