Williams Companies shares owned by Heritage Trust
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $625k | 9.9k | 63.35 |
| 2025-06-30 | $618k | 9.8k | 62.81 |
| 2025-03-31 | $564k | 9.4k | 59.76 |
| 2024-12-31 | $532k | 9.8k | 54.12 |
| 2024-06-30 | $422k | 9.9k | 42.50 |
| 2024-03-31 | $281k | 7.2k | 38.97 |
| 2023-12-31 | $251k | 7.2k | 34.83 |
| 2023-09-30 | $276k | 8.2k | 33.69 |
| 2023-06-30 | $389k | 12k | 32.63 |
| 2023-03-31 | $356k | 12k | 29.86 |
| 2022-12-31 | $392k | 12k | 32.90 |
| 2022-09-30 | $360k | 13k | 28.65 |
| 2022-06-30 | $459k | 15k | 31.18 |
| 2022-03-31 | $492k | 15k | 33.42 |
| 2021-12-31 | $376k | 15k | 25.99 |
| 2021-09-30 | $450k | 17k | 25.99 |
| 2021-06-30 | $441k | 17k | 26.54 |
| 2021-03-31 | $410k | 17k | 23.70 |
| 2020-12-31 | $255k | 13k | 20.09 |
| 2020-09-30 | $247k | 13k | 19.69 |
| 2020-06-30 | $235k | 12k | 18.96 |
| 2020-03-31 | $169k | 12k | 14.12 |
| 2019-12-31 | $287k | 12k | 23.77 |
| 2019-09-30 | $258k | 11k | 24.07 |
| 2019-06-30 | $301k | 11k | 28.09 |
| 2019-03-31 | $308k | 11k | 28.74 |
| 2018-12-31 | $98k | 4.5k | 21.97 |
| 2018-09-30 | $121k | 4.5k | 27.12 |
| 2018-06-30 | $54k | 2.0k | 27.00 |
| 2018-03-31 | $50k | 2.0k | 25.00 |
| 2017-12-31 | $61k | 2.0k | 30.50 |
| 2017-09-30 | $60k | 2.0k | 30.00 |
| 2017-06-30 | $61k | 2.0k | 30.50 |