Williams Companies shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams Companies by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 156k | 38.97 |
| 2023-12-31 | $4.9M | 140k | 34.83 |
| 2023-09-30 | $4.3M | 128k | 33.69 |
| 2023-06-30 | $4.1M | 125k | 32.63 |
| 2023-03-31 | $3.7M | 122k | 29.86 |
| 2022-12-31 | $3.9M | 117k | 32.90 |