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
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Williams Companies by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
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