Williams Companies shares owned by Heron Financial Group
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Williams Companies by Heron Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $779k | 24k | 32.63 |
2023-03-31 | $729k | 24k | 29.86 |
2022-09-30 | $768k | 27k | 28.61 |
2022-06-30 | $836k | 27k | 31.19 |
2022-03-31 | $905k | 27k | 33.39 |
2021-12-31 | $845k | 28k | 30.51 |
2021-09-30 | $737k | 28k | 25.92 |
2021-06-30 | $746k | 28k | 26.55 |
2021-03-31 | $729k | 31k | 23.92 |
2020-12-31 | $700k | 33k | 21.55 |
2020-09-30 | $601k | 31k | 19.53 |
2020-06-30 | $190k | 10k | 18.57 |