Williams Companies shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams Companies by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 70k | 63.35 |
| 2025-06-30 | $4.5M | 71k | 62.81 |
| 2025-03-31 | $5.3M | 88k | 59.76 |
| 2024-12-31 | $5.7M | 106k | 54.12 |
| 2024-09-30 | $5.3M | 115k | 45.65 |
| 2024-06-30 | $5.1M | 120k | 42.50 |
| 2024-03-31 | $4.7M | 120k | 38.97 |
| 2023-12-31 | $4.2M | 121k | 34.83 |
| 2023-09-30 | $4.1M | 123k | 33.69 |
| 2023-06-30 | $4.0M | 124k | 32.63 |
| 2023-03-31 | $3.3M | 109k | 29.86 |
| 2022-12-31 | $3.0M | 90k | 32.90 |