Williams Companies shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Williams Companies
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Quarterly reported holdings in Williams Companies by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $315k | 6.9k | 45.65 |
| 2024-06-30 | $243k | 5.7k | 42.50 |
| 2024-03-31 | $202k | 5.2k | 38.97 |