Williams Companies shares owned by Forum Financial Management
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 24k | 63.35 |
| 2025-06-30 | $1.4M | 22k | 62.81 |
| 2025-03-31 | $1.5M | 25k | 59.76 |
| 2024-12-31 | $1.4M | 26k | 54.12 |
| 2024-09-30 | $1.2M | 26k | 45.65 |
| 2024-06-30 | $1.1M | 26k | 42.50 |
| 2024-03-31 | $1.0M | 26k | 38.97 |
| 2023-12-31 | $906k | 26k | 34.83 |
| 2023-09-30 | $919k | 27k | 33.69 |
| 2023-06-30 | $890k | 27k | 32.63 |
| 2023-03-31 | $811k | 27k | 29.86 |
| 2022-12-31 | $884k | 27k | 32.90 |
| 2022-09-30 | $778k | 27k | 28.65 |
| 2022-06-30 | $869k | 28k | 31.21 |
| 2022-03-31 | $896k | 27k | 33.38 |
| 2021-12-31 | $699k | 27k | 26.04 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management