Williams Companies shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 6.1k | 63.35 |
| 2025-06-30 | $387k | 6.2k | 62.81 |
| 2025-03-31 | $324k | 5.4k | 59.76 |
| 2024-12-31 | $371k | 6.8k | 54.12 |
| 2024-09-30 | $375k | 8.2k | 45.65 |
| 2024-06-30 | $374k | 8.8k | 42.50 |
| 2024-03-31 | $338k | 8.7k | 38.97 |
| 2023-12-31 | $302k | 8.7k | 34.83 |
| 2023-09-30 | $277k | 8.2k | 33.69 |
| 2023-06-30 | $239k | 7.3k | 32.63 |
| 2023-03-31 | $214k | 7.2k | 29.86 |
| 2022-12-31 | $259k | 7.9k | 32.90 |
| 2018-03-31 | $7.0k | 292 | 23.97 |
| 2017-12-31 | $9.0k | 292 | 30.82 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners