Williams Companies shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams Companies by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 8.9k | 63.35 |
| 2025-06-30 | $562k | 8.9k | 62.81 |
| 2025-03-31 | $530k | 8.9k | 59.76 |
| 2024-12-31 | $480k | 8.9k | 54.12 |
| 2024-09-30 | $403k | 8.8k | 45.65 |
| 2024-06-30 | $369k | 8.7k | 42.50 |
| 2024-03-31 | $336k | 8.6k | 38.97 |